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Original filing (PDF)20251014134243NAL0001477747001
COVENTRY RESOURCES, LLC
Form 5500
FILING_RECEIVED
THE COVENTRY 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
256
Accounts w/ balance
309
Plan assets (EOY)
$41.5M
Net assets (EOY)
$41.5M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
85
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVENTRY RESOURCES, LLC.
Plan sponsor
Name
COVENTRY RESOURCES, LLC
EIN
81-0666201
Address
7111 VALLEY GREEN ROAD · FORT WASHINGTON, PA · 19034
Phone
(215) 836-8319
Industry
Finance & Insurancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$135 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities· $41.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index 32,318.328 shares Mutual Fund | — | — | — | $6.6M | 15.9% | |
| Harbor Cap Appreciation Institutional Fund 42,125.869 shares Mutual Fund | — | — | — | $4.8M | 11.6% | |
| American Beacon Large Cap Value Fund 136,498.130 shares Mutual Fund | — | — | — | $3.6M | 8.6% | |
| Vanguard Target Retirement 2045 103,551.355 shares Mutual Fund | — | — | — | $3.1M | 7.4% | |
| Vanguard Target Retirement 2050 59,615.800 shares Mutual Fund | — | — | — | $3.0M | 7.2% | |
| Columbia Balanced Fund 53,781.652 shares Mutual Fund | — | — | — | $2.8M | 6.7% | |
| Vanguard Target Retirement 2040 52,565.300 shares Mutual Fund | — | — | — | $2.3M | 5.5% | |
| Market II Portfolio Market Fund | — | — | — | $2.0M | 4.8% | |
| Janus Enterprise Fund Class N 10,940.828 shares Mutual Fund | — | — | — | $1.6M | 3.8% | |
| Vanguard Target Retirement 2055 18,830.259 shares Mutual Fund | — | — | — | $1.0M | 2.5% | |
| Allspring Special Mid Cap Value Fund 21,597.498 shares Mutual Fund | — | — | — | $1.0M | 2.5% | |
| Allspring Emerging Growth Fund 80,010.229 shares Mutual Fund | — | — | — | $978K | 2.4% | |
| Fidelity Large Cap Growth Index Fund 22,037.375 shares Mutual Fund | — | — | — | $863K | 2.1% | |
| American Beacon International Equity Fund 56,394.596 shares Mutual Fund | — | — | — | $846K | 2.0% | |
| Vanguard International Growth Fund 8,115.078 shares Mutual Fund | — | — | — | $824K | 2.0% | |
| Vanguard Target Retirement 2060 16,018.255 shares Mutual Fund | — | — | — | $821K | 2.0% | |
| Vanguard Target Retirement 2030 20,288.166 shares Mutual Fund | — | — | — | $769K | 1.8% | |
| Franklin Small Cap Value Fund 9,785.010 shares Mutual Fund | — | — | — | $589K | 1.4% | |
| Fidelity Mid Cap Index Fund 17,382.217 shares Mutual Fund | — | — | — | $587K | 1.4% | |
| Vanguard Target Retirement 2035 24,001.707 shares Mutual Fund | — | — | — | $576K | 1.4% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares 5,299.006 shares Mutual Fund | — | — | — | $451K | 1.1% | |
| Blackrock Core Bond Fund 51,490.492 shares Mutual Fund | — | — | — | $420K | 1.0% | |
| Vanguard Target Retirement 2065 12,449.067 shares Mutual Fund | — | — | — | $419K | 1.0% | |
| Fidelity International Index Fund 7,879.725 shares Mutual Fund | — | — | — | $375K | 0.9% | |
| Fidelity Large Cap Value Index Fund 13,885.438 shares Mutual Fund | — | — | — | $252K | 0.6% | |
| with varying maturity dates through August 2029 | — | — | — | $176K | 0.4% | |
| JP Morgan Emerging Markets Equity Fund 5,743.669 shares Mutual Fund | — | — | — | $174K | 0.4% | |
| Fidelity Emerging Markets Index Fund 12,517.690 shares Mutual Fund | — | — | — | $131K | 0.3% | |
| Vanguard Target Retirement 2020 4,182.100 shares Mutual Fund | — | — | — | $111K | 0.3% | |
| T. Rowe Price U.S. Treasury Intermediate Bond Fund 21,622.221 shares Mutual Fund | — | — | — | $107K | 0.3% | |
| Vanguard Target Retirement Income 7,902.191 shares Mutual Fund | — | — | — | $104K | 0.2% | |
| PIMCO High Yield Fund 7,703.063 shares Mutual Fund | — | — | — | $62K | 0.1% | |
| Vanguard Target Retirement 2025 1,947.559 shares Mutual Fund | — | — | — | $36K | <0.1% | |
| Fidelity BrokerageLink Self-directed Brokerage Accounts | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 157.490 shares Mutual Fund | — | — | — | $4K | <0.1% |
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