Plan Snapshot
- Plan Sponsor: Customer Value Partners, LLC (EIN 010570597)
- Plan Type: 401(k)
- Total Participants: 519
- Total Assets: $62.4M
- Sponsor State: DC
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 519 | $62.4M | $2.3M | $6.4M |
| 2023 | 585 | $51.1M | $2.3M | $6.3M |
| 2022 | 557 | $39.1M | $2.2M | $6.2M |
Service Providers
- BAKER TILLY US LLP — Accountant / Independent Qualified Public Accountant