Original filing (PDF)20250722141032NAL0001286723001

COVENANT FOUNDATION

Name: COVENANT FOUNDATION — COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: COVENANT FOUNDATION

Form 5500-SF

FILING_RECEIVED

COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVENANT FOUNDATION.

Plan sponsor

Name

COVENANT FOUNDATION

EIN

36-3722029

Address

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

Phone

(212) 245-3500

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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