Covington Portfolio Pension Plan
Sponsored by Covington & Burling Llp · EIN 530188411 · Plan #010
- Total assets
- $187M
- Net assets
- $187M
- Active participants
- 283
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $97,306 |
| Pricewaterhousecoopers Llp | Recordkeeping fees | $78,715 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $50,000 |
| Baker Tilly Us Llp | Accounting, Direct payment from the plan | $24,413 |