Original filing (PDF)20250722212907NAL0007234946001

VALUED RETIREMENTS, INC. DBA COVE WEALTH MANAGEMENT

Name: VALUED RETIREMENTS, INC. DBA COVE WEALTH MANAGEMENT — COVE WEALTH MANAGEMENT SAVINGS PLAN, Form 5500 (2024)
Creator: VALUED RETIREMENTS, INC. DBA COVE WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

COVE WEALTH MANAGEMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$295K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

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.

Plan sponsor

Name

VALUED RETIREMENTS, INC. DBA COVE WEALTH MANAGEMENT

EIN

76-0603675

Address

710 N. POST OAK RD., STE. 420 · HOUSTON, TX · 77024

Phone

(713) 821-3242

Industry

Finance & Insurancesee all

Plan administrator