# Covenant Healthcare, LLC 401(k) Plan
Source: https://planprovider.pro/companies/covenant-healthcare-llc-401k-plan

> Covenant Healthcare, LLC's 401(k) plan: 1,227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Covenant Healthcare, LLC

- **Sponsor EIN:** 621661592

- **Sponsor Address:** 1405 TRUAX BOULEVARD, EAU CLAIRE, WI, 547031474

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

- **Total Participants:** 1,227

- **Total Assets:** $12.9M

## 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|1,227|$12.9M|$273,674|$852,017|

| 2023|564|$11.1M|$264,245|$795,985|

| 2022|501|$9.5M|$232,671|$651,306|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$30,604|—|$30,604|

| 401K INVESTMENT PROF.|NONE|$29,532|—|$29,532|

| WIPFLI LLP|NONE|$6,500|—|$6,500|

| WIPFLI|Auditor|$6,500|—|$6,500|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — NONE

- [WIPFLI](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,136

- **Estimated Expense Ratio:** 0.566% 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|$64,798|$29,532|$27,169|$6,500|—|

| 2023|$45,055|$18,583|$26,472|—|—|

| 2022|$66,862|$22,337|$27,925|—|$16,600|

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