Covia Retirement Savings Plan
Sponsored by Covia Holdings Llc · EIN 132656671 · Plan #014
- Total assets
- $247M
- Net assets
- $247M
- Active participants
- 1,520
- With balances
- 2,077
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $89,818 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,318 |
| Clearstead Advisors Llc | Investment advisory (plan) | $45,000 |
| Meaden And Moore Ltd | Accounting | $17,500 |