Sovos Compliance, Llc 401(k) Plan: Login, Facts & Contact Information

Sovos Compliance, Llc 401(k) Plan Facts

Plan name
SOVOS COMPLIANCE, LLC 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOVOS COMPLIANCE, LLC
Participants
1,344 (818 active employees)
Former employees with a balance
588
Plan assets
$93,599,356 at Dec 31, 2024
Average account balance
$72,783 across 1,286 accounts
Employer contributions
$2,377,689 in plan year 2024 (17% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.4 million went into the plan in contributions, $2.38 million of it from the employer (17%).
  • $10.6 million was paid out to participants.
  • Investment and other income added $11.8 million.
  • Administrative expenses were $176,874, about $138 per account.

How the Sovos Compliance, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019790$34.8 million$1.18 million$2.93 million
2020857$44.7 million$1.56 million$4.02 million
2021987$59.3 million$1.77 million$4.21 million
20221,184$60.1 million$2.20 million$5.49 million
20231,385$78.1 million$2.45 million$5.89 million
20241,344$93.6 million$2.38 million$10.6 million

Sovos Compliance, Llc 401(k) Contact Information

Phone
866-890-3970
Mailing address
200 BALLARDVALE STREET BUILDING, 4TH FLOOR, WILMINGTON MA 01887
Plan sponsor
SOVOS COMPLIANCE, LLC
Employer identification number (EIN)
46-1379693
Plan number
001

Questions about the Sovos Compliance, Llc 401(k)

Does Sovos Compliance, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.38 million, 17% of all contributions.

Does the Sovos Compliance, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sovos Compliance, Llc 401(k) plan?

1,344 participants at the start of plan year 2024, 818 of them active employees, and 588 former employees who still had money in the plan.

What is the average 401(k) balance at Sovos Compliance, Llc?

About $72,783 per account: $93.6 million in plan assets across 1,286 accounts with a balance at the end of plan year 2024.

Who manages the Sovos Compliance, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sovos Compliance, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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