How big is Sovereign Associates Inc.'s plan?

Sovereign Associates Inc.'s plan reported $97K in assets and 10 participants for 2024.

Original filing (PDF)20250718145541NAL0001940625001

Sovereign Associates Inc.

Name: Sovereign Associates Inc. — Sovereign Associates, Form 5500 (2024)
Creator: Sovereign Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sovereign Associates 401(k) Plan

401(k) retirement plan · Sovereign Associates Inc.'s Sovereign Associates 401(k) Plan held $97K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

People on this filing

Marcus Bowie signed Sovereign Associates Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Associates Inc.'s EIN is 59-3823733.

EIN 59-3823733

Plan number 002

Plan year 2024

ACK ID 20250718145541NAL0001940625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sovereign Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sovereign Associates Inc.'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 ASSOCIATES INC.

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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