Plan Snapshot
- Plan Sponsor: Cvr Services, LLC
- Sponsor EIN: 200252115
- Sponsor Address: 2277 PLAZA DRIVE, SUITE 500, SUGAR LAND, TX, 77479
- Plan Type: 401(k)
- Total Participants: 994
- Total Assets: $226.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 994 | $226.1M | $8.0M | $12.0M |
| 2023 | 963 | $195.8M | $7.8M | $11.2M |
| 2022 | 901 | $163.8M | $6.4M | $9.7M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $67,713 | — | $67,713 |
| GRANT THORNTON LLP | NONE | $13,759 | — | $13,759 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,472
- Estimated Expense Ratio: 0.036% 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 | $79,078 | — | — | $13,759 | — |
| 2023 | $87,697 | — | — | $13,759 | — |
| 2022 | $74,944 | — | — | — | $11,043 |