How big is Sovereign Financial Services, LLC's plan?

Sovereign Financial Services, LLC's plan reported $128K in assets and 2 participants for 2023.

Original filing (PDF)20240508220302NAL0027090131010

Sovereign Financial Services, LLC

Name: Sovereign Financial Services, LLC — Sovereign, Form 5500 (2023)
Creator: Sovereign Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sovereign Financial Services, LLC 401(k) Plan

401(k) retirement plan · Sovereign Financial Services, LLC's Sovereign Financial Services, LLC 401(k) Plan held $128K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

QIAN LIU signed Sovereign Financial Services, LLC's 2023 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sovereign Financial Services, LLC's EIN is 27-2228735.

EIN 27-2228735

Plan number 001

Plan year 2023

ACK ID 20240508220302NAL0027090131010

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sovereign Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sovereign Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOVEREIGN FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score