Sovran Advisors

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

328

Total plan assets

$12.3M

Filings (rows)

Direct comp

$41K

Indirect comp

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Innogy E-Mobility US Innogy E-Mobility US 401(k) Profit Sharing Plan · all filings	IRVINE, CA	Investment manager	101	$9.1M	$31K	$0
New Vista Health Services, LLC New Vista Health Services, LLC Retirement Savings Plan · all filings	LA CRESCENTA, CA	Investment manager	227	$3.2M	$10K	$0