Back to filter
Original filing (PDF)20251229122616NAL0017679249001
KOVATCH INC.
Form 5500
FILING_RECEIVED
KOVATCH INC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
17
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOVATCH INC..
Plan sponsor
Name
KOVATCH INC.
EIN
23-2446167
Address
428 WEST CATAWISSA STREET · NESQUEHONING, PA · 18240
Phone
(570) 273-2808
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-29
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ETA BENEFITS, INC. | — | NESQUEHONING, PA | BROKER | $8K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK BCBS NEPA | 23-2413324 | — | ADMIN | $7K | — |
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN | -$1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using ETA BENEFITS, INC.
Similar-size Retail Trade plans
BELLE PLAINE CHEVROLET BUICK
BELLE PLAINE CHEVROLET BUICK
$0
TRIUNITY JLRLA, LLC
TRIUNITY JLRLA, LLC 401(K) PLAN
$0
HINCKLEY'S, INC.
HINCKLEASE RETIREMENT PLAN
$0
GARDENA NISSAN, INC.
GARDENA NISSAN, INC. 401(K) PROFIT SHARING PLAN
$0
WHITTEN BROTHERS, INC.
WHITTEN BROTHERS 401(K) PLAN
$0
FARRISH OF FAIRFAX, INC.
FARRISH-SUBARU 401(K) PLAN
$0
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B