AUMdb

Covenant Care Retirement Savings Plan

Sponsored by Covenant Health & Community Services, Inc · EIN 465132177 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
202
With balances
474

Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed

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
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $46,964
One Digital Investment Adv. Investment advisory (plan), Other fees, Direct payment from the plan $12,980