· 2022–2024 · DOL EFAST2

SOVEREIGN PROPERTY SOLUTIONS L — SOVEREIGN PROPERTY SOLUTIONS L 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250527071559NAL0005442145001

SOVEREIGN PROPERTY SOLUTIONS L

Form 5500-SF

FILING_RECEIVED

SOVEREIGN PROPERTY SOLUTIONS L 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

2

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan health score

Above-average plan

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

19

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOVEREIGN PROPERTY SOLUTIONS L.

Plan sponsor

Name

SOVEREIGN PROPERTY SOLUTIONS L

EIN

82-1032141all filings

Address

6198 FAIRWAY DR · MASON, OH · 450402015

Phone

(513) 646-4548

Industry

Real Estatesee 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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

A&R ULTIMATE MANAGEMENT LLC

A&R ULTIMATE MANAGEMENT LLC

$2K · 4 participants

CALSON PROPERTIES INC

CALSON PROPERTIES INC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 9 participants

OCEAN 954 PROPERTY MANAGEMENT

OCEAN 954 PROPERTY MANAGEMENT 401(K) PROFIT SHARING PLAN AND T

EQUINOX PROPERTY RENTALS LLC

EQUINOX PROPERTY RENTALS LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 3 participants

MARKS VACATION HOMES LLC

MARKS VACATION HOMES LLC CHAMBER BENEFIT ARRANGEMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.