Covetrus 401(k) Retirement Savings Plan
Sponsored by Covetrus, Inc. · EIN 831448706 · Plan #002
- Total assets
- $290M
- Net assets
- $290M
- Active participants
- 2,661
- With balances
- 3,744
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $231,619 |
| Cook Street Consulting Inc | Consulting (general) | $79,567 |
| Bdo Us Llp | Accounting | $33,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $27,562 |