Plan Snapshot
- Plan Sponsor: Concentrix Cvg Corporation
- Sponsor EIN: 831746894
- Sponsor Address: 201 EAST FOURTH ST., CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Total Participants: 35,537
- Total Assets: $879.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 35,537 | $879.7M | $14.2M | $36.0M |
| 2023 | 16,747 | $797.6M | $15.1M | $37.3M |
| 2022 | 15,691 | $640.5M | $8.1M | $19.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $433,535 | — | $433,535 |
| CAPTRUST FINANCIAL ADVISORS | PLAN ADMINISTRATOR | $35,106 | — | $35,106 |
| KATZ SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KATZ SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $468,641
- Estimated Expense Ratio: 0.053% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $463,502 | — | — | — | — |
| 2023 | $464,413 | — | — | $22,534 | — |
| 2022 | $351,092 | — | — | — | — |