Tessa Drake signed Sovos Compliance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sovos Compliance, LLC's EIN is 46-1379693.
Download the official 2024 Form 5500 (PDF) for Sovos Compliance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sovos Compliance, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $14.2M | 15.1% | |
| Fidelity Freedom Index Target Date 2055 Fund B " | Mutual Funds | — | — | $10.4M | 11.1% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $10.4M | 11.1% | |
| Fidelity Contrafund Fund " | Mutual Funds | — | — | $7.9M | 8.5% | |
| Fidelity Freedom Index Target Date 2050 Fund B " | Mutual Funds | — | — | $7.6M | 8.2% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $7.6M | 8.2% | |
| Fidelity Freedom Index Target Date 2060 Fund B " | Mutual Funds | — | — | $7.0M | 7.4% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $7.0M | 7.4% | |
| Fidelity Freedom Index Target Date 2045 Fund B " | Mutual Funds | — | — | $6.7M | 7.1% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $6.7M | 7.1% | |
| Fidelity Freedom Index Target Date 2040 Fund B " | Mutual Funds | — | — | $5.8M | 6.2% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $5.8M | 6.2% | |
| Fidelity Freedom Index Target Date 2035 Fund B " | Mutual Funds | — | — | $5.7M | 6.1% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $5.7M | 6.1% | |
| Fidelity Freedom Index Target Date 2030 Fund B " | Mutual Funds | — | — | $3.8M | 4.1% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $3.8M | 4.1% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $2.6M | 2.8% | |
| Fidelity Freedom Index Target Date 2020 Fund B " | Mutual Funds | — | — | $2.4M | 2.6% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $2.4M | 2.6% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $2.1M | 2.3% | |
| John Hancock Funds Disciplined Value Mid Cap Fund R6 " | Other securities | — | — | $1.9M | 2.0% | |
| Fidelity Freedom Index Target Date 2025 Fund B " | Mutual Funds | — | — | $1.8M | 2.0% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| Principal Equity Income Fund " | Other securities | — | — | $1.7M | 1.8% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| Janus Henderson Triton Fund " | Mutual Funds | — | — | $1.5M | 1.6% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $1.3M | 1.3% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $1.3M | 1.3% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Fidelity Freedom Index Target Date 2065 Fund B " | Mutual Funds | — | — | $848K | 0.9% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $848K | 0.9% | |
| MassMutual Select Mid Cap Growth Fund " | Other securities | — | — | $739K | 0.8% | |
| American Funds EuroPacific Growth Fund " | Mutual Funds | — | — | $654K | 0.7% | |
| Invesco Developing Markets Fund Class R6 " | Mutual Funds | — | — | $614K | 0.7% | |
| Fidelity Freedom Index Target Date 2015 Fund B " | Mutual Funds | — | — | $542K | 0.6% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $542K | 0.6% | |
| PIMCO Income Fund Mutual fund | Mutual Funds | — | — | $386K | 0.4% | |
| ABF Small Cap Val R5 " | Other securities | — | — | $318K | 0.3% | |
| PIMCO All Asset Fund " | Mutual Funds | — | — | $79K | <0.1% | |
| Fidelity Freedom Index Target Date Income Fund B " | Mutual Funds | — | — | $44K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $44K | <0.1% | |
| Fidelity Short Term Bond Index Fund " | Common Collective Trusts | — | — | $40K | <0.1% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
