Back to filter
Original filing (PDF)20250506111919NAL0020279106001
SUN SOVEREIGN, LLC
Form 5500-SF
FILING_RECEIVED
WARE IMMIGRATION 401K PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
31
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN SOVEREIGN, LLC.
Plan sponsor
Name
SUN SOVEREIGN, LLC
EIN
87-1154943
Address
3850 N CAUSEWAY BLVD STE 555 · METAIRIE, LA · 700021774
Phone
(504) 830-5900
Industry
Law Offices· Professional & Technical Servicessee 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
2025-05-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
LK CURTIS, P.A.
CURTIS & CO. LAW FIRM 401(K) PLAN
$3.2M · 15 participants
CICCHIELLO & CICCHIELLO, LLP
CICCHIELLO & CICCHIELLO, LLP 401(K) PROFIT SHARING PLAN
$3.2M · 10 participants
WELLS, PEYTON, GREENBERG & HUNT, L.L.P.
WELLS, PEYTON, GREENBERG & HUNT, L.L.P. 401(K) PLAN
$3.2M · 17 participants
JAMES NEWMAN, ESQ. PC
JAMES NEWMAN DEFINED BENEFIT PENSION PLAN
$3.2M · 5 participants
DOLIVEIRA & ASSOCIATES P.C.
D'OLIVEIRA & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 30 participants
ALEXANDRA LOZANO IMMIGRATION LAW
ALEXANDRA LOZANO IMMIGRATION LAW 401(K) PLAN
$3.2M · 172 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants