How big is Sovereign Wealth Management LLC's plan?

Sovereign Wealth Management LLC's plan reported $24K in assets and 2 participants for 2024.

Original filing (PDF)20250628051710NAL0024573442001

Sovereign Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Sovereign Wealth Management LLC 401(k) Plan

401(k) retirement plan · Sovereign Wealth Management LLC's Sovereign Wealth Management LLC 401(k) Plan held $24K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Alaina George signed Sovereign Wealth Management LLC's 2024 Form 5500 as plan administrator.

Alaina George — 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 Wealth Management LLC's EIN is 81-4746870.

EIN 81-4746870

Plan number 001

Plan year 2024

ACK ID 20250628051710NAL0024573442001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sovereign Wealth Management 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 WEALTH MANAGEMENT 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

Knocking points off