Plan Snapshot
- Plan Sponsor: Covestment, INC.
- Sponsor EIN: 844416564
- Sponsor Address: 627 PARK HAVEN DRIVE, TRACY, CA, 95377
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $2.3M | $0 | $0 |
| 2024 | 2 | $2.0M | $0 | $0 |
| 2023 | 2 | $319,115 | $0 | $0 |
| 2022 | 3 | $595,836 | $0 | $0 |
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