Covey Equity Holdings, Llc 401(k) Plan
Sponsored by Covey Equity Holdings, Llc · EIN 208734421 · Plan #001
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 543
- With balances
- 324
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $84,761 |
| Raymond James & Associates, Inc. | Investment advisory (plan), Other fees | $0 |