How big is Coveted Financial Services LLC's plan?

Coveted Financial Services LLC's plan reported $1.9M in assets and 16 participants for 2025.

Original filing (PDF)20260504091307NAL0003592593001

Coveted Financial Services LLC

Name: Coveted Financial Services LLC — Coveted Financial, Form 5500 (2025)
Creator: Coveted Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coveted Financial Services LLC 401(k) Plan

401(k) retirement plan · Coveted Financial Services LLC's Coveted Financial Services LLC 401(k) Plan held $1.9M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Joe Priola signed Coveted Financial Services LLC's 2025 Form 5500 as plan administrator.

Joe Priola — 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

Coveted Financial Services LLC's EIN is 32-0335713.

EIN 32-0335713

Plan number 001

Plan year 2025

ACK ID 20260504091307NAL0003592593001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coveted Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coveted Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 COVETED FINANCIAL SERVICES 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

Knocking points off