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Original filing (PDF)20251014131435NAL0003000849001
SOVOS BRANDS INTERMEDIATE, INC.
Form 5500
FILING_RECEIVED
SOVOS BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
749
Accounts w/ balance
933
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOVOS BRANDS INTERMEDIATE, INC..
Plan sponsor
Name
SOVOS BRANDS INTERMEDIATE, INC.
EIN
81-4813947
Address
168 CENTENNIAL PARKWAY, STE. 200 · LOUISVILLE, CO · 80027
Phone
(415) 205-8124
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO.,INC. | 94-1737782 | — | NONE | $204 | — |
Investments
38 direct securities· $36.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fd I | — | — | — | $7.1M | 20.1% | |
| Vanguard Target Retirement 2040 Fd I | — | — | — | $5.4M | 15.3% | |
| Vanguard Target Retirement 2030 Fd I | — | — | — | $4.5M | 12.8% | |
| Charles Schwab** S&P 500 Index | — | — | — | $2.9M | 8.2% | |
| Vanguard Target Retirement 2020 Fd I | — | — | — | $1.9M | 5.3% | |
| Vanguard Target Retirement 2060 Fd I | — | — | — | $1.8M | 5.1% | |
| Vanguard Target Retirement 2035 Fd I | — | — | — | $1.3M | 3.8% | |
| Vanguard Target Retirement 2055 Fd I | — | — | — | $1.2M | 3.5% | |
| Vanguard Target Retirement 2045 Fd I | — | — | — | $1.2M | 3.3% | |
| Harbor Capital Appreciation Retirement | — | — | — | $842K | 2.4% | |
| Vanguard FTSE Social Index | — | — | — | $810K | 2.3% | |
| Vanguard Target Retirement 2025 Fd I | — | — | — | $778K | 2.2% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $711K | 2.0% | |
| Vanguard Total International Stock Index | — | — | — | $711K | 2.0% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $520K | 1.5% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $405K | 1.1% | |
| dates ranging through June 2053 - | — | — | — | $405K | 1.1% | |
| Vanguard Target Retirement 2065 Fd I | — | — | — | $377K | 1.1% | |
| Fidelity AB Discovery Growth Z | — | — | — | $341K | 1.0% | |
| Self-directed brokerage - Various Self-directed brokerage account | — | — | — | $340K | 1.0% | |
| Charles Schwab** Small Cap Index Select | — | — | — | $331K | 0.9% | |
| Putnam Large Cap Value | — | — | — | $312K | 0.9% | |
| SCHWAB BANK SAVINGS Money Market / Cash Equivalent | — | — | — | $265K | 0.8% | |
| American Funds American Balanced | — | — | — | $265K | 0.7% | |
| Vanguard Wellesley Income Admiral | — | — | — | $258K | 0.7% | |
| Calvert Short Duration Income | — | — | — | $198K | 0.6% | |
| Charles Schwab** Markettrack Growth | — | — | — | $181K | 0.5% | |
| Segall Bryant & Hamill Plus Bond | — | — | — | $164K | 0.5% | |
| American Funds New World | — | — | — | $139K | 0.4% | |
| Cohen & Steers Real Estate Securities | — | — | — | $139K | 0.4% | |
| Allspring Special Mid Cap Value | — | — | — | $110K | 0.3% | |
| Crossmark Steward Crossmark Stwrd Sm-Md Enh Ins | — | — | — | $103K | 0.3% | |
| Undiscovered Managers Behavioral Value | — | — | — | $93K | 0.3% | |
| UNDISCOVERED MGRS BEHAV VAL R6 Registered Investment Company | — | — | — | $93K | 0.3% | |
| VANGUARD INFLATION PROTECT ADM Registered Investment Company | — | — | — | $93K | 0.3% | |
| Brown Capital Management Small Company Institutional | — | — | — | $81K | 0.2% | |
| Guidestone Low Duration Bond | — | — | — | $67K | 0.2% | |
| Vanguard Target Retirement 2070 Fd I | — | — | — | $17K | <0.1% |