Coversafe 401(k) Plan
Sponsored by Coversafe Incorporated · EIN 462295156 · Plan #002
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 116
- With balances
- 130
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Hub International | Investment management fees (direct), Investment advisory (participants), Investment advisory (plan) | $15,761 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $1,959 |