Sovereign'S Capital Management, LLC DC Plan

Form 5500 filing data for plan year 2022.

Plan Snapshot

  • Plan Sponsor: Sovereign'S Capital Management, LLC
  • Sponsor EIN: 455488345
  • Sponsor Address: 310 S WEST ST, RALEIGH, NC, 27603
  • Plan Type: DC
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20230$0$146,304$42,747
202222$1.0M$198,300$0

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