How big is Sovran Advisors, LLC's plan?

Sovran Advisors, LLC's plan reported $1.0M in assets and 11 participants for 2024.

Original filing (PDF)20250910154855NAL0013271203001

Sovran Advisors, LLC

Name: Sovran Advisors, LLC — Sovran Advisors, LLC 401(k), Form 5500 (2024)
Creator: Sovran Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sovran Advisors, LLC 401(k) Plan

401(k) retirement plan · Sovran Advisors, LLC's Sovran Advisors, LLC 401(k) Plan held $1.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Robert Livingston signed Sovran Advisors, LLC's 2024 Form 5500 as plan administrator.

Robert Livingston — 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

Sovran Advisors, LLC's EIN is 93-4004787.

EIN 93-4004787

Plan number 001

Plan year 2024

ACK ID 20250910154855NAL0013271203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sovran Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOVRAN ADVISORS, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SOVRAN ADVISORS, LLC

EIN

all filings

Address

3200 PARK CENTER DRIVE, SUITE 1240 · COSTA MESA, CA · 92626

Phone

(310) 689-3300

Industry

Management of Companies / Holdings

Plan administrator