Covenant Transportation Group 401(k) & Profit Sharing Plan
Sponsored by Covenant Transport, Inc. · EIN 880320154 · Plan #001
- Total assets
- $79.4M
- Net assets
- $79.3M
- Active participants
- 3,429
- With balances
- 2,047
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $164,856 |
| Morgan Stanley Global Banking | Investment advisory (plan), Direct payment from the plan | $55,000 |
| Coulter & Justus, P.C. | Accounting, Direct payment from the plan | $23,200 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |