Cvp Retirement Savings Plan
Sponsored by Customer Value Partners, Llc · EIN 010570597 · Plan #001
- Total assets
- $62.4M
- Net assets
- $62.4M
- Active participants
- 519
- With balances
- 860
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 |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Consulting (pension), Direct payment from the plan | $225,439 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $92,060 |
| Baker Tilly Us, Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $9,713 |