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Original filing (PDF)20250702171342NAL0007740179001
COVENANT LEARNING SOLUTIONS LLC
Form 5500-SF
FILING_RECEIVED
COVENANT LEARNING SOLUTIONS LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
125
Accounts w/ balance
95
Plan assets (EOY)
$160K
Net assets (EOY)
$160K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVENANT LEARNING SOLUTIONS LLC.
Plan sponsor
Name
COVENANT LEARNING SOLUTIONS LLC
EIN
61-1818206
Address
407 WEST UNIVERSITY AVE · SUITE 220 · GEORGETOWN, TX · 78626
Phone
(512) 648-6393
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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.