2023 Form 5500 filing — Covia Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918132942NAL0004378705001) for Covia Retirement Savings Plan, reported by Covia Holdings LLC under EIN 13-2656671 and plan number 014. It reports 2,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918132942NAL0004378705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Covia Holdings LLC
- EIN
- 13-2656671
- Plan number
- 014
- Location
- Independence, OH
- Participants
- 2,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $240,755,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $240,755,045
- Employer contributions
- $7,353,053
- Participant contributions
- $10,940,724
- Total income / additions
- $60,698,280
- Benefits paid
- $23,208,089
- Administrative expenses
- $218,278
- Total expenses
- $23,432,830
- Net increase / (decrease)
- $37,265,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $73,578 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $68,500 | $0 |
| Clearstead Advisors LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Meaden And Moore Ltd | ACCOUNTANT/AUDITOR | $16,200 | not reported in the loaded dataset |