# The Covenant School 401(k) Plan
Source: https://planprovider.pro/companies/the-covenant-school-401k-plan

> The Covenant School's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Covenant School

- **Sponsor EIN:** 541274746

- **Sponsor Address:** 175 HICKORY STREET, CHARLOTTESVILLE, VA, 22902

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

- **Total Participants:** 144

- **Total Assets:** $4.7M

## 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|144|$4.7M|$247,734|$407,862|

| 2023|144|$3.8M|$214,840|$357,813|

| 2022|128|$3.0M|$187,994|$322,036|

## 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|

| HANTZMON WIEBEL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HANTZMON WIEBEL LLP](https://planprovider.pro/provider/hantzmon-wiebel-llp) — Auditor

## 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|$30,776|—|$30,776|—|—|

| 2023|$26,454|—|$26,454|—|—|

| 2022|$26,109|—|—|—|$26,109|

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