· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COVALEN, INC. — COVALEN, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250828151031NAL0010577185001
COVALEN, INC.
Form 5500-SF
FILING_RECEIVED
COVALEN, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
40
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COVALEN, INC.
.
Find decision makers
Plan sponsor
Name
COVALEN, INC.
EIN
65-1185665
Address
6929 BROOKVILLE ROAD · INDIANAPOLIS, IN · 46239
Phone
(317) 789-8947
Industry
Wholesale Trade
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
2025-08-28
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
D-S PIPE & STEEL SUPPLY, LLC
D-S PIPE & STEEL SUPPLY, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.1M · 112 participants
WING-HAMLIN COMPANY, INC.
WING-HAMLIN COMPANY, INC. DEFINED BENEFIT PLAN
$3.1M · 3 participants
VIKING INDUSTRIAL CENTER,INC
VIKING INDUSTRIAL CENTER INC 401(K) PLAN
$3.1M · 20 participants
EDGE SUPPLY COMPANY, INC.
EDGE SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN
$3.1M · 17 participants
JOHN SARIGIANIS CO., INC.
JOHN SARIGIANIS CO., INC. 401(K) PLAN
100
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.
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 8 participants
THE SALINA SUPPLY COMPANY
THE SALINA SUPPLY COMPANY PROFIT SHARING PLAN
$3.1M · 23 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
