Sovereign Investment Advisors — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sovereign Investment Advisors is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $66,745 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$66.7KDirect + indirect, across loaded filings$66,745
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$66.7K
Indirect compensationNot reported

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation71%Ak-Chin Indian Community
Top state share of plans50%AZ
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Sovereign Investment Advisors. Bars show relative scale.

  1. 1
    AZ · 1 plan(s)
  2. 2
Geographic reach

State footprint

States where plans reporting Sovereign Investment Advisors are sponsored, by plan count.

  1. 1
    AZ1 plan(s)
  2. 2
    MI1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Ak-Chin Indian Community, AZ · Direct $47.2K · 2023
  2. 2
    Lac Vieux Desert Band Of Lake Superior Chippewa, MI · Direct $19.6K · 2023

Related Form 5500 pages