Covenant Retirement Plan
Sponsored by Covenant Aviation Security, Llc · EIN 352161799 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 2,404
- With balances
- 1,793
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 |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | 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 | $198,035 |
| Forest Capital Management Llc | Investment advisory (plan) | $70,000 |
| Miller Cooper & Co., Ltd. | Accounting | $26,501 |