Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COVENANT FOUNDATION
EIN 36-3722029program developmentLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
36
45 ROCKEFELLER PLAZA, SUITE 2300 - NEW YORK, NY 10111212-245-3500covenantfn.orgLinkedIn11-50 employeesprogram development
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN
403b
Assets$2.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN
MoneyPurchase
Assets$1.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COVENANT FOUNDATION 403(B) TAX DEFERRED ANNUITY PLAN | 403b | $2.2M | 17 | 2025 | |
| 001 | COVENANT FOUNDATION DEFINED CONTRIBUTION PLAN | MoneyPurchase | $1.9M | 19 | 2025 |
Retirement plans