# Sovereign Distributors, INC. T/A Avalon Flooring DC Plan
Source: https://planprovider.pro/companies/sovereign-distributors-inc-t-a-avalon-flooring-222985143-002

> Sovereign Distributors, INC. T/A Avalon Flooring's DC plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sovereign Distributors, INC. T/A Avalon Flooring

- **Sponsor EIN:** 222985143

- **Sponsor Address:** 2030 SPRINGDALE ROAD, CHERRY HILL, NJ, 08003

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 294

- **Total Assets:** $23.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|294|$23.4M|$2.2M|$0|

| 2023|308|$27.6M|$2.0M|$0|

| 2022|322|$31.0M|$1.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MENKE & ASSOCIATES|Other Service Provider|$40,147|—|$40,147|

| CAPALDI, REYNOLDS & PELOSI, PA|Other Service Provider|$27,850|—|$27,850|

| ISAACKS & ASSOCIATES, LTD., LLP|Other Service Provider|$19,800|—|$19,800|

| WEINRESS & ASSOCIATES|Other Service Provider|$8,000|—|$8,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $95,797

- **Estimated Expense Ratio:** 0.409% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$176,426|—|—|$95,858|—|

| 2023|$201,820|—|$37,342|$51,250|—|

| 2022|$70,046|—|$46,301|—|$13,950|

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