# Concentrix Cvg Corporation 401(k) Plan
Source: https://planprovider.pro/companies/concentrix-cvg-corporation-401k-plan

> Concentrix Cvg Corporation's 401(k) plan: 35,537 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KATZ SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-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|—|—|—|—|

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