Plan Snapshot
- Plan Sponsor: Cvc Advisors (U.S.) INC.
- Sponsor EIN: 208325245
- Sponsor Address: 712 5TH AVENUE, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 127
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 127 | $28.9M | $0 | $0 |
| 2024 | 81 | $23.4M | $779,374 | $1.5M |
| 2023 | 77 | $19.7M | $703,934 | $1.3M |
| 2022 | 72 | $14.7M | $611,448 | $1.1M |
Similar Plans
- Morgan Stanley Domestic Holdings, LLC — 54,084 participants
- Pentegra Services, INC — 9,164 participants
- Blackrock, INC. — 8,882 participants
- Nfp Corp. — 6,644 participants
- Ivyrehab Pt, Ot & Speech PLLC — 6,154 participants
- Morgan Stanley Domestic Holdings, LLC — 5,609 participants