# Covenant Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/covenant-medical-group-inc-plan

> Covenant Medical Group, INC.'s 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Covenant Medical Group, INC.

- **Sponsor EIN:** 621282917

- **Sponsor Address:** 1420 CENTERPOINT BLVD., KNOXVILLE, TN, 379321960

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

- **Total Participants:** 201

- **Total Assets:** $14.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|201|$14.6M|$220,899|$113,565|

| 2023|207|$13.5M|$213,998|$117,178|

| 2022|222|$11.8M|$199,103|$140,993|

## 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|

| PYA, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$30,542|—|$30,542|—|—|

| 2023|$26,650|—|$26,650|—|—|

| 2022|$23,270|—|$23,270|—|—|

## Similar Plans

- [Church Health Center Of Memphis, INC.](https://planprovider.pro/companies/church-health-center-of-memphis-inc-401k-plan) — 196 participants

- [West Tennessee Bone & Joint Institute](https://planprovider.pro/companies/west-tennessee-bone-joint-clinic-p-c-401k-plan) — 209 participants

- [The Surgical Clinic, PLLC](https://planprovider.pro/companies/the-surgical-clinic-pllc-401k-plan) — 191 participants

- [Physician Directed Partners INC](https://planprovider.pro/companies/physician-directed-partners-inc-401k-plan-001) — 211 participants

- [Tennessee Cancer Specialists, PLLC](https://planprovider.pro/companies/tennessee-cancer-specialists-pllc-401k-plan) — 191 participants

- [Premier Medical Group, P.C.](https://planprovider.pro/companies/premier-medical-group-p-c-401k-plan) — 218 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/covenant-medical-group-inc-plan)

© 2026 PlanProvider.Pro