AUMdb

Sovereign Brands Llc 401 K Plan

Sponsored by Sovereign Brands Llc · EIN 364411741 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
133
With balances
140

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $18,091
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,449