Plan Snapshot
- Plan Sponsor: Sovereign Group Of Companies, INC.
- Sponsor EIN: 830364707
- Sponsor Address: 9830 E. THOMPSON PEAK PKWY. #914, SCOTTSDALE, AZ, 852556664
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2 | $1.3M | $0 | $0 |
| 2023 | 2 | $1.3M | $0 | $0 |
| 2022 | 2 | $1.2M | $14,208 | $0 |