Covia Retirement Savings Plan — Form 5500 plan (Covia Holdings LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Covia Retirement Savings Plan is a benefit plan reported by Covia Holdings LLC under EIN 13-2656671 and plan number 014. The latest loaded filing year is 2023. The filing reports 2,172 participants and $240,755,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Covia Holdings LLC
- EIN
- 13-2656671
- Plan number
- 014
- Plan type
- 2
- Location
- Independence, OH
- Latest filing year
- 2023
- Participants
- 2,172
- End-of-year plan assets
- $240,755,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,172 | H, C | 20240918132942NAL0004378705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $240,755,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $240,755,045
- Net assets (BOY)
- $203,489,288
Income & contributions
- Employer contributions
- $7,353,053
- Participant contributions
- $10,940,724
- Total contributions
- $20,274,647
- Total income / additions
- $60,698,280
Expenses & distributions
- Benefits paid
- $23,208,089
- Administrative expenses
- $218,278
- Total expenses
- $23,432,830
- Net increase / (decrease)
- $37,265,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $73,578 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $68,500 | $0 | 2023 |
| Clearstead Advisors LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Meaden And Moore Ltd | ACCOUNTANT/AUDITOR | $16,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Covia Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Independence, OH
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Clearstead Advisors LLC — Schedule C compensation
- Meaden And Moore Ltd — Schedule C compensation