# Cvb Financial Corp. DC Plan
Source: https://planprovider.pro/companies/cvb-financial-corp-plan

> Cvb Financial Corp.'s DC plan: 1,081 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — 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|

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