# Covalent Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/covalent-partners-llc-203267467-001

> Covalent Partners LLC's 401(k) plan: 9 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Fmr LLC](https://planprovider.pro/companies/fmr-llc-043532603-561) — 69,196 participants

- [Fmr LLC](https://planprovider.pro/companies/fmr-llc-401k-plan) — 68,838 participants

- [Fidelity Workplace Services LLC](https://planprovider.pro/companies/fidelity-workplace-services-llc-401k-plan) — 13,825 participants

- [Computershare Us Services INC.](https://planprovider.pro/companies/computershare-us-services-inc-401k-plan) — 4,479 participants

- [Wellington Management Company LLP](https://planprovider.pro/companies/wellington-management-company-llp-plan-003) — 2,072 participants

- [Massachusetts Financial Services Company](https://planprovider.pro/companies/massachusetts-financial-services-company-plan-002) — 1,717 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/covalent-partners-llc-203267467-001)

© 2026 PlanProvider.Pro