How big is Covenant Wealth Strategies, LLC's plan?

Covenant Wealth Strategies, LLC's plan reported $2.6M in assets and 16 participants for 2024.

Original filing (PDF)20250514122726NAL0012805763001

Covenant Wealth Strategies, LLC

Name: Covenant Wealth Strategies, LLC — Covenant Wealth, Form 5500 (2024)
Creator: Covenant Wealth Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covenant Wealth Strategies 401(k) Plan

401(k) retirement plan · Covenant Wealth Strategies, LLC's Covenant Wealth Strategies 401(k) Plan held $2.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Michelle Fischer signed Covenant Wealth Strategies, LLC's 2024 Form 5500 as plan administrator.

Michelle Fischer — 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

Covenant Wealth Strategies, LLC's EIN is 20-8346837.

EIN 20-8346837

Plan number 001

Plan year 2024

ACK ID 20250514122726NAL0012805763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Covenant Wealth Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Covenant Wealth Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COVENANT WEALTH STRATEGIES, 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