Sponsor portfolio
COVEY EQUITY, LLC
EIN 45-2980440financial servicesLatest filing 2025
Plans
1
Retirement
1
$5.6M assets
Welfare
0
Participants
19
6001 RIVER RD STE 100 - COLUMBUS, GA 319042949706-649-3000coveyequity.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COVEY EQUITY, LLC 401(K) PROFIT SHARING PLAN | 401k | $5.6M | 19 | 2025 |
Retirement plans