Defined Benefit Pension Plan Of Covenant House, Inc.
Sponsored by Covenant House, Inc. · EIN 132725416 · Plan #001
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 79
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $111,668 |
| Capital Strategies Investment Group | Investment management, Direct payment from the plan | $65,000 |