Covenant Medical Group, Inc. 401(k) Plan
What public Form 5500 filings show about the Covenant Medical Group, Inc. 401(k) plan — and how to find and check your own account.
The Covenant Medical Group, Inc. 401(k) on its latest Form 5500
Covenant Medical Group, Inc. (EIN 62-1282917) reports COVENANT MEDICAL MANAGEMENT 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $14.6M in plan assets across 201 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Covenant Medical Group, Inc. filing — schedules, fees, and providers.
Who runs the Covenant Medical Group, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Covenant Medical Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRENDZ ADVISORS.
How to check your Covenant Medical Group, Inc. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask Covenant Medical Group, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).