AUMdb

Concentrix Retirement And Savings Plan

Sponsored by Concentrix Cvg Corporation · EIN 831746894 · Plan #002

Total assets
$880M
Net assets
$880M
Active participants
35,537
With balances
8,746

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $433,535
Captrust Financial Advisors Consulting (general) $35,106
Wealth Management Systems Inc Other services $0