Plan Snapshot
- Plan Sponsor: Sovereign Partners, LLC
- Sponsor EIN: 752993605
- Sponsor Address: 780 THIRD AVENUE, STE. 2201, NEW YORK, NY, 10017
- Plan Type: DB
- Total Participants: 7
- Total Assets: $6.1M
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 | 7 | $6.1M | $0 | $0 |
| 2023 | 6 | $5.8M | $500,000 | $0 |
| 2022 | 3 | $4.9M | $800,000 | $0 |