What public Form 5500 filings show about the Valued Retirements, Inc. DBA Cove Wealth Management 401(k) plan — and how to find and check your own account.
Valued Retirements, Inc. DBA Cove Wealth Management (EIN 76-0603675) reports COVE WEALTH MANAGEMENT SAVINGS PLAN on its most recent Form 5500, with $297K in plan assets across 5 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 Valued Retirements, Inc. DBA Cove Wealth Management filing — schedules, fees, and providers.
Valued Retirements, Inc. DBA Cove Wealth Management’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 Valued Retirements, Inc. DBA Cove Wealth ManagementHR for the recordkeeper’s name and login.
