# Coventry Resources, LLC 401(k) Plan
Source: https://planprovider.pro/companies/coventry-resources-llc-401k-plan

> Coventry Resources, LLC's 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coventry Resources, LLC

- **Sponsor EIN:** 810666201

- **Sponsor Address:** 7111 VALLEY GREEN ROAD, FORT WASHINGTON, PA, 19034

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

- **Total Participants:** 256

- **Total Assets:** $41.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|256|$41.5M|$599,666|$2.2M|

| 2023|231|$33.8M|$529,810|$1.9M|

| 2022|202|$26.5M|$467,948|$1.7M|

## 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|

| CBIZ CPAS PC|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|-$135|—|—|—|—|

| 2023|$40|—|—|—|—|

| 2022|$49|—|—|—|—|

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