Covenant Surgical Partners Inc. 401(k) Plan: Login, Facts & Contact Information

Covenant Surgical Partners Inc. 401(k) Plan Facts

Plan name
COVENANT SURGICAL PARTNERS INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COVENANT SURGICAL PARTNERS INC.
Participants
2,058 (238 active employees)
Former employees with a balance
667
Plan assets
$9,449,679 at Dec 31, 2024
Average account balance
$13,917 across 679 accounts
Employer contributions
$928,116 in plan year 2024 (29% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 2008
✓ 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 Dec 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.26 million went into the plan in contributions, $928,116 of it from the employer (29%).
  • $69.2 million was paid out to participants.
  • Investment and other income added $7.43 million.
  • Administrative expenses were $110,844, about $163 per account.

How the Covenant Surgical Partners Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,043$32.8 million$1.20 million$2.41 million
20201,435$39.3 million$1.32 million$8.74 million
20211,588$69.4 million$1.57 million$5.48 million
20222,093$63.3 million$1.92 million$5.25 million
20232,118$68.3 million$2.03 million$13.4 million
20242,058$9.45 million$928,116$69.2 million

Covenant Surgical Partners Inc. 401(k) Contact Information

Phone
615-345-6900
Mailing address
601 11TH AVE. N SUITE 800, NASHVILLE TN 37203
Plan sponsor
COVENANT SURGICAL PARTNERS INC.
Employer identification number (EIN)
26-1860389
Plan number
001

Questions about the Covenant Surgical Partners Inc. 401(k)

Does Covenant Surgical Partners Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $928,116, 29% of all contributions.

Does the Covenant Surgical Partners Inc 401(k) have automatic enrollment?

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

How many people are in the Covenant Surgical Partners Inc 401(k) plan?

2,058 participants at the start of plan year 2024, 238 of them active employees, and 667 former employees who still had money in the plan.

What is the average 401(k) balance at Covenant Surgical Partners Inc?

About $13,917 per account: $9.45 million in plan assets across 679 accounts with a balance at the end of plan year 2024.

Who manages the Covenant Surgical Partners Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Covenant Surgical Partners Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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