What public Form 5500 filings show about the Covenant Surgical Partners Inc. 401(k) plan — and how to find and check your own account.
Covenant Surgical Partners Inc. (EIN 26-1860389) reports COVENANT SURGICAL PARTNERS INC. 401(K) PLAN on its most recent Form 5500, with $9.4M in plan assets across 238 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 Surgical Partners Inc. filing — schedules, fees, and providers.
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 Surgical Partners Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LBMC PC, JANNEY MONTGOMERY SCOTT.
