Sowell Management Services

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

2,193

Total plan assets

$109.2M

Filings (rows)

Direct comp

Indirect comp

$129K

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Drake Software Drake Software LLC 401(k) Plan · all filings	FRANKLIN, NC	Advisor / Consultant	957	$60.9M	$0	$53K
Drake Software LLC Drake Software LLC 401(k) Plan · all filings	FRANKLIN, NC	Advisor / Consultant	988	$29.7M	$0	$53K
Drake Enterprises, Ltd. Drake Enterprises, Ltd. 401(k) Plan · all filings	FRANKLIN, NC	Advisor / Consultant	114	$9.5M	$0	$6K
Drake Enterprises, Ltd. Drake Enterprises, Ltd. 401(k) Plan · all filings	FRANKLIN, NC	Advisor / Consultant	134	$9.0M	$0	$17K