Cove Property Management 401(k) Plan
Sponsored by Cove Property Management, Lp · EIN 812848954 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 406
- With balances
- 188
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 |
|---|---|---|
| Process Design Capital Management Llc CRD 170789 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Process Design Capital Management, | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $23,706 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $15,972 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $1,361 |