Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,014,308
2024 Contributions
$844,527
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $2,014,308 | $0 | - |
| Covestment Inc. 401(K) Plan | - | 2 | $2,014,308 | - | - |
| 2023 | 1 | 2 | $319,115 | $0 | - |
| Covestment Inc. 401(K) Plan | - | 2 | $319,115 | - | - |
| 2022 | 1 | 3 | $595,836 | $0 | - |
| Covestment Inc. 401(K) Plan | - | 3 | $595,836 | - | - |
| 2021 | 1 | 3 | $841,723 | $0 | - |
| Covestment Inc. 401(K) Plan | - | 3 | $841,723 | - | - |
| 2020 | 1 | 2 | $931,191 | $844,527 | $422,264iApproximate average salary by contribution assumption: employee only about $10,556,588 at 4% or $7,037,725 at 6%; with 50% employer match about $7,037,725 at 4% or $4,691,817 at 6%; with 100% employer match about $5,278,294 at 4% or $3,518,863 at 6%. |
| Covestment Inc. 401(K) Plan | - | 2 | $931,191 | $844,527 | $422,264iApproximate average salary by contribution assumption: employee only about $10,556,588 at 4% or $7,037,725 at 6%; with 50% employer match about $7,037,725 at 4% or $4,691,817 at 6%; with 100% employer match about $5,278,294 at 4% or $3,518,863 at 6%. |