How big is Sowell and Durant, LLC's plan?

Sowell and Durant, LLC's plan reported $391K in assets and 4 participants for 2024.

Original filing (PDF)20250904084238NAL0009922387001

Sowell and Durant, LLC

Name: Sowell and Durant, LLC — Sowell and Durant, LLC, Form 5500 (2024)
Creator: Sowell and Durant, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sowell and Durant, LLC 401(k) Plan

401(k) retirement plan · Sowell and Durant, LLC's Sowell and Durant, LLC 401(k) Plan held $391K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$391K

Net assets (EOY)

$391K

Plan identifiers

Sowell and Durant, LLC's EIN is 83-0642763.

EIN 83-0642763

Plan number 001

Plan year 2024

ACK ID 20250904084238NAL0009922387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sowell and Durant, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sowell and Durant, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOWELL AND DURANT, LLC.

Finding similar companies…

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