Covenant Management Systems Lp 401(k) Plan: Login, Facts & Contact Information

Covenant Management Systems Lp 401(k) Plan Facts

Plan name
CMS SAVINGS PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COVENANT MANAGEMENT SYSTEMS, LP
Participants
3,110 (2,584 active employees)
Former employees with a balance
493
Plan assets
$414,185,481 at Dec 31, 2024
Average account balance
$168,368 across 2,460 accounts
Employer contributions
$7,370,514 in plan year 2024 (35% of all contributions)
Recordkeeper
Milliman, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1986
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $21.0 million went into the plan in contributions, $7.37 million of it from the employer (35%).
  • $25.0 million was paid out to participants.
  • Investment and other income added $51.1 million.
  • Administrative expenses were $408,447, about $166 per account.

How the Covenant Management Systems Lp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,503$300.2 million$6.04 million$13.9 million
20202,575$334.7 million$6.09 million$22.9 million
20212,698$380.7 million$6.77 million$20.8 million
20222,965$318.2 million$6.86 million$16.5 million
20232,956$367.5 million$5.61 million$22.6 million
20243,110$414.2 million$7.37 million$25.0 million

Covenant Management Systems Lp 401(k) Contact Information

Phone
737-398-0628
Mailing address
6210 E HWY 290 SUITE 120, AUSTIN TX 78723
Plan sponsor
COVENANT MANAGEMENT SYSTEMS, LP
Employer identification number (EIN)
74-2899856
Plan number
002

Questions about the Covenant Management Systems Lp 401(k)

Does Covenant Management Systems Lp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.37 million, 35% of all contributions.

Does the Covenant Management Systems Lp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Covenant Management Systems Lp 401(k) plan?

3,110 participants at the start of plan year 2024, 2,584 of them active employees, and 493 former employees who still had money in the plan.

What is the average 401(k) balance at Covenant Management Systems Lp?

About $168,368 per account: $414.2 million in plan assets across 2,460 accounts with a balance at the end of plan year 2024.

Who manages the Covenant Management Systems Lp 401(k) accounts?

Milliman (listed on the filing as MILLIMAN, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Covenant Management Systems Lp. How do I access my 401(k)?

Your account stays with Milliman after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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