Sovereign Investment

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,874

Total plan assets

$71.3M

Filings (rows)

Direct comp

$236K

Indirect comp

$19

Aggregating 2 name variants under "SOVEREIGN INVESTMENT"

Click a variant to view it alone

SOVEREIGN INVESTMENT ADVISORS6 SOVEREIGN INVESTMENT ADVISOR1

SERVICES PROVIDED

Advisor / Consultant7

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AK-CHIN Indian Community AK-CHIN Indian Community 401(k) Retirement Savings Plan · all filings	MARICOPA, AZ	Advisor / Consultant	523	$15.2M	$54K	$0
AK-CHIN Indian Community AK-CHIN Indian Community 401(k) Retirement Savings Plan · all filings	MARICOPA, AZ	Advisor / Consultant	517	$13.6M	$47K	$0
AK-CHIN Indian Community AK-CHIN Indian Community 401(k) Retirement Savings Plan · all filings	MARICOPA, AZ	Advisor / Consultant	504	$12.4M	$49K	$0
Northwest Portland Area Indian Health Board Northwest Portland Area Indian Health Board 403(b) Plan · all filings	PORTLAND, OR	Advisor / Consultant	136	$9.8M	$27K	$19
LAC Vieux Desert Band of Lake Superior Chippewa LAC Vieux Desert Band of Lake Superior Chippewa Indians 401(k) Plan · all filings	WATERSMEET, MI	Advisor / Consultant	411	$8.9M	$28K	$0
LAC Vieux Desert Band of Lake Superior Chippewa LAC Vieux Desert Band of Lake Superior Chippewa Indians 401(k) Plan · all filings	WATERSMEET, MI	Advisor / Consultant	388	$6.7M	$20K	$0
LAC Vieux Desert Band of Lake Superior Chippewa LAC Vieux Desert Band of Lake Superior Chippewa Indians 401(k) Plan · all filings	WATERSMEET, MI	Advisor / Consultant	395	$4.7M	$11K	$0