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Sponsor portfolioTH

SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING

EIN 22-2985143-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$50.6M assets
Welfare
1
$366K premiums
Participants
1,241
2030 SPRINGDALE ROAD, SUITE 400 - CHERRY HILL, NJ 08003856-644-5700
Plans on this EIN
3 filings
#001401k-$27.2M - 440 part#002ESOP-$23.4M - 487 part#501Mixed-$366K - 389 lives

Retirement portfolio analytics

2 plans aggregated / $50.6M assets / 927 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • AVALON FLOORING 401(K) (#001)54%
  • EMPLOYEE STOCK OWNERSHIP (#002)46%
Total $50.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)487
  • AVALON FLOORING 401(K) (#001)440
Total 927Click row to drill in

Benefits portfolio analytics

1 plan / $366K premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$192K
  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • Other$133K
  • Vision$41K
Total $366K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • HARTFORD LIFE AND ACCIDENT36%
  • VISION SERVICE PLAN11%
  • FLAGSHIP HEALTH SYSTEMS1%
Total $366K4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • INNOVATIVE BENEFIT PLANNING, LLC85%
  • TERRIANN PROCIDA15%
  • JAMES R NELLIGAN & ASSOCIATES LLC0%
Total $28K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING 401(K) PLAN

401k

Assets$27.2M
Participants440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AVALON FLOORING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.4M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVALON FLOORING HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$366K
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOVEREIGN DISTRIBUTORS, INC. T/A AVALON FLOORING 401(K) PLAN401k$27.2M4402024
002AVALON FLOORING EMPLOYEE STOCK OWNERSHIP PLANESOP$23.4M4872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVALON FLOORING HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$366K3892025
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