How big is Coversource, Inc.'s plan?

Coversource, Inc.'s plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20250530135220NAL0022470930001

Coversource, Inc.

Name: Coversource, Inc. — Coversource, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Coversource, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coversource, Inc. 401(k) Plan

401(k) retirement plan · Coversource, Inc.'s Coversource, Inc. 401(k) Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Coversource, Inc.'s EIN is 20-1976880.

EIN 20-1976880

Plan number 001

Plan year 2024

ACK ID 20250530135220NAL0022470930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coversource, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coversource, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

COVERSOURCE, INC.

EIN

all filings

Address

106 COMMONS BLVD, SUITE B · PIEDMONT, SC · 29673

Phone

(864) 235-5241

Industry

Wholesale Trade

Plan administrator