Plan Snapshot
- Plan Sponsor: Covalent Partners LLC
- Sponsor EIN: 203267467
- Sponsor Address: 30 MONUMENT SQ STE 275B, CONCORD, MA, 017421896
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 9 | $2.9M | $0 | $0 |
| 2022 | 4 | $1.8M | $11,587 | $34,174 |