Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOVEREIGN PARTNERS, LLC
EIN 75-2993605real estateLatest filing 2025
Plans
3
Retirement
3
$6.6M assets
Welfare
0
Participants
26
747 THIRD AVENUE, 37TH FLOOR - NEW YORK, NY 10017212-319-5800sovpartners.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.6M assets / 26 participantsParticipants by plan
Active + retired + deferred vested
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 PARTNERS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$6.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOVEREIGN PARTNERS, LLC PROFIT SHARING PLAN I
ProfitSharing
Assets$438K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOVEREIGN PARTNERS LLC PROFIT SHARING PLAN II
ProfitSharing
Assets$34K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOVEREIGN PARTNERS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $6.1M | 7 | 2024 | |
| 002 | SOVEREIGN PARTNERS, LLC PROFIT SHARING PLAN I | ProfitSharing | $438K | 8 | 2025 | |
| 003 | SOVEREIGN PARTNERS LLC PROFIT SHARING PLAN II | ProfitSharing | $34K | 11 | 2025 |
Retirement plans