AUMdb

The Cove School Retirement Plan

Sponsored by The Cove School, Inc. · EIN 390930993 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
157
With balances
131

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $10,060