How big is Sandy Coventry Insurance Services, Inc.'s plan?

Sandy Coventry Insurance Services, Inc.'s plan reported $1.7M in assets and 2 participants for 2025.

Original filing (PDF)20260426160235NAL0012240016001

Sandy Coventry Insurance Services, Inc.

Name: Sandy Coventry Insurance Services, Inc. — Form 5500 Plan 001 (2025)
Creator: Sandy Coventry Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sandy Coventry Insurance Services,Inc. 401(k)Plan

401(k) retirement plan · Sandy Coventry Insurance Services, Inc.'s Sandy Coventry Insurance Services,Inc. 401(k)Plan held $1.7M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Sandy Coventry Insurance Services, Inc.'s EIN is 26-4040332.

EIN 26-4040332

Plan number 001

Plan year 2025

ACK ID 20260426160235NAL0012240016001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sandy Coventry Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sandy Coventry Insurance Services, Inc.'s plan includes profit-sharing, 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 SANDY COVENTRY INSURANCE SERVICES, INC..

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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