Chris Smith signed Covalent Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Covalent Group, Inc.'s EIN is 83-2556861.
Download the official 2024 Form 5500 (PDF) for Covalent Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Covalent Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity FID FDM IDX 2055 PRM | Mutual Funds | — | — | $3.9M | 16.2% | |
| Fidelity FID FDM IDX 2050 PRM | Common Collective Trusts | — | — | $3.3M | 14.0% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $2.9M | 12.1% | |
| Fidelity FID FDM IDX 2045 PRM | Common Collective Trusts | — | — | $2.5M | 10.4% | |
| Fidelity FID FDM IDX 2060 PRM | Common Collective Trusts | — | — | $2.4M | 9.9% | |
| Fidelity FID FDM IDX 2040 PRM | Common Collective Trusts | — | — | $1.6M | 6.9% | |
| Fidelity FID FDM IDX 2035 PRM | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| T. Rowe Price TRP LARGE-CAP GRTH I | Other securities | — | — | $714K | 3.0% | |
| Fidelity FID FDM IDX 2065 PRM | Common Collective Trusts | — | — | $679K | 2.8% | |
| American Funds AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $633K | 2.6% | |
| JP Morgan JPM EQUITY INCOME R6 | Other securities | — | — | $474K | 2.0% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $375K | 1.6% | |
| JP Morgan JPM CORE BOND R6 | Other securities | — | — | $271K | 1.1% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $263K | 1.1% | |
| Victory Capital VICTORY S EST VAL R6 | Other securities | — | — | $262K | 1.1% | |
| PGIM Investments PGIM TOTAL RTN BD R6 | Other securities | — | — | $253K | 1.1% | |
| Fidelity FID TOTAL INTL IDX | Common Collective Trusts | — | — | $252K | 1.1% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $245K | 1.0% | |
| Notes receivable from participants Participant loans, maturing through May 2051 at interest rates of 4.25% - 9.50% -0- | Bonds / Notes | — | — | $245K | 1.0% | |
| JP Morgan UM BEHAVIORAL VAL R6 | Other securities | — | — | $242K | 1.0% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $239K | 1.0% | |
| Fidelity FID FDM IDX 2025 PRM | Common Collective Trusts | — | — | $233K | 1.0% | |
| Fidelity FID TOTAL MKT IDX | Common Collective Trusts | — | — | $189K | 0.8% | |
| Carillon Family of Funds CRLN E MID CAP GR R6 | Other securities | — | — | $164K | 0.7% | |
| Janus Henderson J H TRITON N | Mutual Funds | — | — | $134K | 0.6% | |
| Fidelity Fund Self-Directed Accounts * Fidelity Brokeragelink -0- | Common Stocks | — | — | $117K | 0.5% | |
| Fidelity FID FDM IDX 2030 PRM | Common Collective Trusts | — | — | $94K | 0.4% | |
| Principal Funds PIF REAL EST SEC R6 | Other securities | — | — | $93K | 0.4% | |
| Fidelity FID FDM IDX 2020 PRM | Common Collective Trusts | — | — | $29K | 0.1% | |
| Fidelity FID FDM IDX 2015 PRM | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts | Self-Directed Brokerage | — | — | $2K | <0.1% | |
| Cash and Cash Equivalents * Fidelity Brokeragelink Fidelity Fund Self-Directed Accounts -0- | Self-Directed Brokerage | — | — | $1K | <0.1% |
