AUMdb

Cvc Holding Corp. 401(k) Plan

Sponsored by Cvc Holding Corp. · EIN 200240039 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
1,359
With balances
577

Plan year beginning 02/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Union Bank & Trust Company Claims processing, Recordkeeping, Trustee (institutional) $97,992
Charles Schwab Investment management $33,587