Plan Snapshot
- Plan Sponsor: Concentrix Cvg Corporation
- Sponsor EIN: 831746894
- Sponsor Address: 201 EAST FOURTH STREET, CINCINNATI, OH, 45202
- Plan Type: DB
- Total Participants: 543
- Total Assets: $115.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 543 | $115.1M | $0 | $0 |
| 2023 | 640 | $118.3M | $0 | $0 |
| 2022 | 700 | $115.9M | $8.1M | $0 |
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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | TRUSTEE | $476,949 | — | $476,949 |
| AON CONSUTLING | ACTUARY | $54,995 | — | $54,995 |
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSUTLING — ACTUARY
- 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: $531,944
- Estimated Expense Ratio: 0.462% 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 | $1,814,912 | — | — | — | — |
| 2023 | $3,402,693 | — | $243,207 | — | — |
| 2022 | $3,134,979 | — | $415,849 | — | $695,044 |