Plan Snapshot
- Plan Sponsor: Cvb Financial Corp.
- Sponsor EIN: 952868024
- Sponsor Address: 701 NORTH HAVEN AVENUE SUITE 140, ONTARIO, CA, 91764
- Plan Type: DC
- Total Participants: 1,081
- Total Assets: $187.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,081 | $187.3M | $4.0M | $8.6M |
| 2023 | 1,094 | $175.1M | $4.7M | $8.3M |
| 2022 | 1,063 | $150.1M | $5.1M | $8.0M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | $57,886 | — | $57,886 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $52,283 | — | $52,283 |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | $38,719 | — | $38,719 |
| WITHUMSMITH+BROWN, PC | NONE | $20,020 | — | $20,020 |
| WITHUMSMITH+BROWN | Auditor | $20,020 | — | $20,020 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,928
- Estimated Expense Ratio: 0.101% 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 | $169,210 | $96,606 | — | $20,020 | — |
| 2023 | $194,332 | $98,652 | — | $23,720 | — |
| 2022 | $169,302 | $93,492 | $54,705 | — | $21,105 |