AUMdb

Covenant Woods 403 B Retirement Savings Plan

Sponsored by Covenant Woods · EIN 540524902 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
317
With balances
321

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $6,165