How big is Covest Services LLC's plan?

Covest Services LLC's plan reported $1.6M in assets and 23 participants for 2024.

Original filing (PDF)20250827132548NAL0016639856001

Covest Services LLC

Name: Covest Services LLC — Covest Services LLC 401(k), Form 5500 (2024)
Creator: Covest Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covest Services LLC 401(k) Plan

401(k) retirement plan · Covest Services LLC's Covest Services LLC 401(k) Plan held $1.6M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Daniel Anzevino signed Covest Services LLC's 2024 Form 5500 as plan administrator.

Daniel Anzevino — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Covest Services LLC's EIN is 20-8151935.

EIN 20-8151935

Plan number 001

Plan year 2024

ACK ID 20250827132548NAL0016639856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Covest Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Covest Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COVEST SERVICES LLC.

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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