How big is Covenant Foundation's plan?

Covenant Foundation's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250722142049NAL0007252834001

Covenant Foundation

Name: Covenant Foundation — Covenant Foundation Defined, Form 5500 (2024)
Creator: Covenant Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covenant Foundation Defined Contribution Plan

Defined-contribution retirement plan · Covenant Foundation's Covenant Foundation Defined Contribution Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

JONI-SUE B. Levine signed Covenant Foundation's 2024 Form 5500 as plan administrator.

JONI-SUE B. Levine — 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

Covenant Foundation's EIN is 36-3722029.

EIN 36-3722029

Plan number 001

Plan year 2024

ACK ID 20250722142049NAL0007252834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Covenant Foundation's plan includes money-purchase contributions, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

COVENANT FOUNDATION

EIN

all filings

Address

45 ROCKEFELLER PLAZA · SUITE 2300 · NEW YORK, NY · 10111

Phone

(212) 245-3500

Industry

Educational Services

Plan administrator