Sovrn Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Sovrn Holdings, Inc. 401(k) Plan Facts

Plan name
SOVRN 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOVRN HOLDINGS, INC.
Participants
300 (134 active employees)
Former employees with a balance
125
Plan assets
$15,433,596 at Dec 31, 2024
Average account balance
$65,397 across 236 accounts
Employer contributions
$627,005 in plan year 2024 (27% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2015
✓ 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 Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.37 million went into the plan in contributions, $627,005 of it from the employer (27%).
  • $2.66 million was paid out to participants.
  • Investment and other income added $2.08 million.
  • Administrative expenses were $82,474, about $349 per account.

How the Sovrn Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019252$7.20 million$311,663$848,363
2020248$8.57 million$108,946$1.27 million
2021256$11.0 million$349,127$1.95 million
2022203$10.1 million$675,724$2.00 million
2023311$13.7 million$708,237$1.28 million
2024300$15.4 million$627,005$2.66 million

Sovrn Holdings, Inc. 401(k) Contact Information

Phone
303-493-5490
Mailing address
1600 PEARL STREET, SUITE 200, BOULDER CO 80302
Plan sponsor
SOVRN HOLDINGS, INC.
Plan administrator
FUTUREPLAN FIDUCIARY SERVICES LLC
Employer identification number (EIN)
46-4307559
Plan number
001

Questions about the Sovrn Holdings, Inc. 401(k)

Does Sovrn Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $627,005, 27% of all contributions.

Does the Sovrn Holdings, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sovrn Holdings, Inc 401(k) plan?

300 participants at the start of plan year 2024, 134 of them active employees, and 125 former employees who still had money in the plan.

What is the average 401(k) balance at Sovrn Holdings, Inc?

About $65,397 per account: $15.4 million in plan assets across 236 accounts with a balance at the end of plan year 2024.

Who manages the Sovrn Holdings, Inc 401(k) accounts?

ADP Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sovrn Holdings, Inc. How do I access my 401(k)?

Your account stays with ADP Retirement Services 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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