Plan Snapshot
- Plan Sponsor: Cvb, INC
- Sponsor EIN: 201008736
- Sponsor Address: 1189 WEST 1700 NORTH, BLDG B, LOGAN, UT, 84321
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 358 | $20.7M | $978,445 | $1.6M |
| 2023 | 454 | $18.7M | $1.2M | $1.9M |
| 2022 | 656 | $15.3M | $1.7M | $2.7M |
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 |
|---|---|---|---|---|
| JONES SIMKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES SIMKINS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $69,293 | $69,221 | $19 | — | — |
| 2023 | $59,452 | — | $59,452 | — | — |
| 2022 | $15,252 | — | $15,252 | — | — |