AUMdb

Covia Holdings Corporation Pension Plan

Sponsored by Covia Holdings Corporation · EIN 132656671 · Plan #003

Total assets
$58.3M
Net assets
$57.6M
Active participants
206
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Clearstead Advisors, Llc CRD 105674 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Aon Consulting, Inc Actuarial, Direct payment from the plan $255,218
Clearstead Advisors, Llc Investment advisory (plan), Direct payment from the plan $94,105
Bank Of America Trustee (institutional), Trustee (directed), Named fiduciary $38,429
Meaden And Moore Accounting, Direct payment from the plan $16,500