AUMdb

Cvo Holding Company Llc 401(k)savings Plan

Sponsored by Cvo Holding Company Llc · EIN 823897252 · Plan #001

Total assets
$18.5M
Net assets
$18.5M
Active participants
385
With balances
451

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

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $10,450
Empower Advisory Group, Llc Investment management $6,532
Empower Financial Services, Inc. Shareholder servicing fees $0