What public Form 5500 filings show about the Covenant Strategies, Inc. DBA Covenant Services 401(k) plan — and how to find and check your own account.
Covenant Strategies, Inc. DBA Covenant Services (EIN 26-1581773) reports COVENANT STRATEGIES, INC. DBA COVENANT SERVICES 401(K) PLAN on its most recent Form 5500, with $835K in plan assets across 134 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 Strategies, Inc. DBA Covenant Services filing — schedules, fees, and providers.
Covenant Strategies, Inc. DBA Covenant Services’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Covenant Strategies, Inc. DBA Covenant ServicesHR for the recordkeeper’s name and login.
