Original filing (PDF)20250722212907NAL0007234946001

Valued Retirements, Inc. DBA Cove Wealth Management

Name: Valued Retirements, Inc. DBA Cove Wealth Management — Form 5500 Plan 001 (2024)
Creator: Valued Retirements, Inc. DBA Cove Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cove Wealth Management Savings Plan

401(k) retirement plan · Valued Retirements, Inc. DBA Cove Wealth Management's Cove Wealth Management Savings Plan held $297K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$295K

Plan identifiers

Valued Retirements, Inc. DBA Cove Wealth Management's EIN is 76-0603675.

EIN 76-0603675

Plan number 001

Plan year 2024

ACK ID 20250722212907NAL0007234946001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valued Retirements, Inc. DBA Cove Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valued Retirements, Inc. DBA Cove Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALUED RETIREMENTS, INC. DBA COVE WEALTH MANAGEMENT.

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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