Cvb, Inc 401(k) Plan
Sponsored by Cvb, Inc · EIN 201008736 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 358
- With balances
- 947
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 |
|---|---|---|
| United Planners Financial Services | Investment advisory (plan) | $64,980 |
| Cook Martin Poulson, Pc | Contract administrator | $12,930 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $8,513 |