Cvb Financial Corp. 401(k) & Profit Sharing Plan
Sponsored by Cvb Financial Corp. · EIN 952868024 · Plan #001
- Total assets
- $187M
- Net assets
- $187M
- Active participants
- 1,081
- With balances
- 1,371
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $57,886 |
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $52,283 |
| Global Retirement Partners Llc | Investment advisory (plan) | $38,719 |
| Withumsmith+Brown, Pc | Accounting | $20,020 |