Original filing (PDF)20250606162000NAL0021810432001

COVENANT STRATEGIES, INC. DBA COVENANT SERVICES

Name: COVENANT STRATEGIES, INC. DBA COVENANT SERVICES — COVENANT STRATEGIES, INC. DBA COVENANT SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: COVENANT STRATEGIES, INC. DBA COVENANT SERVICES

Form 5500-SF

FILING_RECEIVED

COVENANT STRATEGIES, INC. DBA COVENANT SERVICES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

101

Plan assets (EOY)

$835K

Net assets (EOY)

$835K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVENANT STRATEGIES, INC. DBA COVENANT SERVICES.

Plan sponsor

Name

COVENANT STRATEGIES, INC. DBA COVENANT SERVICES

EIN

26-1581773

Address

8000 IH 10 WEST · SUITE 910 · SAN ANTONIO, TX · 78230

Phone

(210) 725-2866

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2V · PEO multiple-employer plan

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

INNOVATIONS PERSONNEL SERVICES, INC.

INNOVATIONS PERSONNEL SERVICES, INC. PROFIT SHARING PLAN

$835K · 12 participants

GOLD COAST SEARCH PARTNERS, LLC

GOLD COAST SEARCH PARTNERS, LLC CASH BALANCE PENSION PLAN

$834K · 10 participants

PROCARE USA, LLC

PROCARE USA LLC 401(K) PROFIT SHARING PLAN

$836K · 24 participants

CONEYBEARE, LLC

CONEYBEARE, LLC 401K RETIREMENT PLAN

$833K · 6 participants

ADAMS, INC.

ADAMS, INC. CASH BALANCE PLAN