Alicia Noyes signed COVR Financial Technologies, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
COVR Financial Technologies, Inc.'s EIN is 81-3686767.
Download the official 2022 Form 5500 (PDF) for COVR Financial Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)COVR Financial Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | GLENCOE, IL | ADVISOR |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $270K | 13.1% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $216K | 10.4% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $192K | 9.3% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $143K | 6.9% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $104K | 5.0% | |
| PIMCO TOTAL RETURN FUND - R | Registered Investment Companies | — | — | $101K | 4.9% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $99K | 4.8% | |
| HARTFORD GROW OPPORTUNITIES R3 | Registered Investment Companies | — | — | $84K | 4.1% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $77K | 3.7% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $61K | 3.0% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $60K | 2.9% | |
| FRANKLIN RISING DIVIDENDS - R | Registered Investment Companies | — | — | $52K | 2.5% | |
| BLACKROCK EQUITY DIVIDEND - R | Registered Investment Companies | — | — | $50K | 2.4% | |
| CARILLON EAGLE MID CAP GRTH R3 | Registered Investment Companies | — | — | $50K | 2.4% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $45K | 2.2% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $42K | 2.0% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $40K | 1.9% | |
| THE HARTFORD HEALTHCARE R3 | Registered Investment Companies | — | — | $40K | 1.9% | |
| GOLDMAN INTERNATIONAL EQUITY R | Registered Investment Companies | — | — | $39K | 1.9% | |
| AMF 2010 TARGET DATE R2E 525 REGISTERED INVESTMENT COMPANY NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $35K | 1.7% | |
| LORD ABBETT DEV GRTH FD -R3 | Registered Investment Companies | — | — | $32K | 1.6% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $18K | 0.9% | |
| UNDISCOVERED MGRS BHVR VAL R2 | Registered Investment Companies | — | — | $12K | 0.6% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $6K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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