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
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOVEREIGN PARTNERS, LLC.
Plan sponsor
Name
SOVEREIGN PARTNERS, LLC
EIN
75-2993605
Address
747 THIRD AVENUE, 37TH FLOOR · NEW YORK, NY · 10017
