How big is Covest Services' plan?

Covest Services' plan reported $14K in assets and 15 participants for 2024.

Original filing (PDF)20251126140611NAL0009542962001

Covest Services

Name: Covest Services — Covest Services SOCA Benefit Plan, Form 5500 (2024)
Creator: Covest Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covest Services SOCA Benefit Plan

Health & welfare plan · Covest Services' Covest Services SOCA Benefit Plan held $14K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$5K

People on this filing

Matt Appenzeller signed Covest Services' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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' EIN is 27-5401194.

EIN 27-5401194

Plan number 501

Plan year 2024

ACK ID 20251126140611NAL0009542962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Covest Services' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score