Covenant Medical Management 401(k) And Profit Sharing Plan
Sponsored by Covenant Medical Group, Inc. · EIN 621282917 · Plan #002 · Knoxville, TN
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 201
- With balances
- 265
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 |
|---|---|---|
| Trendz Advisors, Inc. CRD 139528 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trendz Advisors, Inc. | Investment advisory (participants), Direct payment from the plan | $23,849 |
| Fidelity Investments Instl Ops Co | Recordkeeping fees, Account maintenance fees | $6,829 |