Alicia M. Turner signed Sovrn Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sovrn Holdings, Inc.'s EIN is 46-4307559.
Download the official 2024 Form 5500 (PDF) for Sovrn Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sovrn Holdings, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXPAND FINANCIAL |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $15.3M | 99.3% | |
| Voya* Index Solution 2050 Portfolio | Other securities | — | — | $2.7M | 17.6% | |
| Voya* Index Solution 2055 Portfolio | Other securities | — | — | $2.3M | 15.2% | |
| Voya* Index Solution 2045 Portfolio | Other securities | — | — | $1.4M | 9.2% | |
| Voya* Index Solution 2035 Portfolio | Other securities | — | — | $1.3M | 8.4% | |
| Voya* Index Solution 2060 Portfolio | Other securities | — | — | $1.3M | 8.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 8.0% | |
| Voya* Index Solution 2040 Portfolio | Other securities | — | — | $966K | 6.3% | |
| Voya* Index Solution 2030 Portfolio | Other securities | — | — | $583K | 3.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $558K | 3.6% | |
| Fidelity Advisor Growth Opportunities Fund Z | Mutual Funds | — | — | $484K | 3.1% | |
| Vanguard Total Institutional Stock Index Fund Adm | Common Collective Trusts | — | — | $471K | 3.0% | |
| Vanguard Value Index Fund Adm | Common Collective Trusts | — | — | $421K | 2.7% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $384K | 2.5% | |
| Voya* Fixed account | Other securities | — | — | $205K | 1.3% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $124K | 0.8% | |
| AB Small Cap Growth Portfolio Z | Other securities | — | — | $117K | 0.8% | |
| Voya* Intermediate Bond Fund R6 | Other securities | — | — | $107K | 0.7% | |
| DFA US Targeted Value Portfolio Institutional Fund | Mutual Funds | — | — | $102K | 0.7% | |
| Voya* Index Solution 2065 Portfolio | Other securities | — | — | $100K | 0.6% | |
| Vanguard High-Yield Corporate Fund Adm | Mutual Funds | — | — | $77K | 0.5% | |
| Participants* Participant loans, maturing through October 2028 at interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $65K | 0.4% | |
| Voya* Index Solution 2025 Portfolio | Other securities | — | — | $64K | 0.4% | |
| Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $60K | 0.4% | |
| Voya* Index Solution Income Portfolio | Other securities | — | — | $50K | 0.3% | |
| Hartford Core Equity Fund R6 | Other securities | — | — | $50K | 0.3% | |
| Janus Henderson Balanced Fund N | Mutual Funds | — | — | $33K | 0.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $32K | 0.2% | |
| PIMCO International Bond Fund (US Dollar-Hedged) | Mutual Funds | — | — | $19K | 0.1% | |
| Cohen and Steers Institutional Realty Fund | Other securities | — | — | $14K | <0.1% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $13K | <0.1% | |
| Hartford Balanced Income Fund R6 | Other securities | — | — | $8K | <0.1% | |
| Voya* Government money market fund | Cash / Money Market | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-1124147 |
| — |
| SERVICE PROVIDER |
| $10K |
| — |
| AVEO CAPITAL | 27-4981131 | — | SERVICE PROVIDER | $0 | — |
