# Sovereign Healthcare Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sovereign-healthcare-holdings-llc-401k-plan

> Sovereign Healthcare Holdings, LLC's 401(k) plan: 4,456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sovereign Healthcare Holdings, LLC

- **Sponsor EIN:** 200101170

- **Sponsor Address:** 101 SUNNYTOWN RD, CASSELBERRY, FL, 32707

- **Plan Type:** 401(k)

- **Total Participants:** 4,456

- **Total Assets:** $31.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|4,456|$31.2M|$0|$2.7M|

| 2023|4,062|$28.3M|$0|$2.5M|

| 2022|3,796|$23.5M|$0|$2.5M|

## 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|

| AMERITAS LIFE INSURANCE CORP|NONE|$92,234|—|$92,234|

| BKS FINANCIAL INVESTMENTS LLC|NONE|$30,000|—|$30,000|

| CHARLES SCHWAB BANK|NONE|$12,312|—|$12,312|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,546

- **Estimated Expense Ratio:** 0.431% 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|$134,545|$30,000|$92,233|—|—|

| 2023|$138,869|$30,000|$80,222|—|—|

| 2022|$151,488|—|—|—|$151,488|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sovereign-healthcare-holdings-llc-401k-plan)

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