Covenant Health 401(k) Plan
Sponsored by Covenant Health · EIN 621646734 · Plan #002
- Total assets
- $894M
- Net assets
- $894M
- Active participants
- 9,723
- With balances
- 8,126
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 |
|---|---|---|
| Trendz Advisors, Inc. CRD 139528 | deterministic · 100% | 2024 |
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $274,072 |
| Trendz Advisors, Inc. | Investment advisory (participants), Direct payment from the plan | $168,154 |
| Oppenheimer & Co. | Investment advisory (plan) | $55,000 |
| Pya, P.C | Accounting | $21,012 |