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Original filing (PDF)20251015125528NAL0004600737001
COVERSAFE INCORPORATED
Form 5500
FILING_RECEIVED
COVERSAFE 401(K) PLAN
401(k) retirement plan
Signals · 2
64% in single holdingNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
130
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)]" is 64% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVERSAFE INCORPORATED.
Plan sponsor
Name
COVERSAFE INCORPORATED
EIN
46-2295156
Address
194 E. MAIN ST · STE 2 · THOMASTON, CT · 06787
Phone
(860) 283-6699
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL | 82-2966199 | — | NONE | $16K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $2K | — |
Investments
2 pooled funds· $68K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE TRUST COMPANY STABLE VALUE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $43K | 1.1% | |
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $24K | 0.6% |