# Covenant Group Holdings, LP 401(k) Plan
Source: https://planprovider.pro/companies/covenant-group-holdings-lp-401k-plan

> Covenant Group Holdings, LP's 401(k) plan: 5,059 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Covenant Group Holdings, LP

- **Sponsor EIN:** 752655703

- **Sponsor Address:** 801 CHERRY STREET, UNIT 31, FORT WORTH, TX, 76102

- **Plan Type:** 401(k)

- **Total Participants:** 5,059

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,059|$14.3M|$1.1M|$1.9M|

| 2023|3,588|$12.6M|$933,842|$1.7M|

| 2022|3,331|$9.5M|$820,806|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$73,357|—|$73,357|

| MMA SECURITIES|ADVISOR|$32,618|—|$32,618|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,175|—|$7,175|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $113,150

- **Estimated Expense Ratio:** 0.793% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$113,150|$39,793|—|—|—|

| 2023|$96,649|$35,739|—|—|—|

| 2022|$91,997|$3,439|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/covenant-group-holdings-lp-401k-plan)

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