How big is Covisian CX LLC's plan?

Covisian CX LLC's plan reported $1.9M in assets and 98 participants for 2025.

Original filing (PDF)20260130090721NAL0010829634001

Covisian CX LLC

Name: Covisian CX LLC — Covisian 401(k) Plan, Form 5500 (2025)
Creator: Covisian CX LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covisian 401(k) Plan

401(k) retirement plan · Covisian CX LLC's Covisian 401(k) Plan held $1.9M in plan assets for 98 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Douglas Steele signed Covisian CX LLC's 2025 Form 5500 as plan administrator.

Douglas Steele — 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

Covisian CX LLC's EIN is 33-1521627.

EIN 33-1521627

Plan number 002

Plan year 2025

ACK ID 20260130090721NAL0010829634001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Covisian CX 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 COVISIAN CX LLC.

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COVISIAN CX LLC

EIN

all filings

Address

10310 W 84TH TERRACE · LENEXA, KS · 662141638

Phone

(913) 744-3439

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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