Keith Smith signed Customer Value Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Customer Value Partners, LLC's EIN is 01-0570597.
Download the official 2024 Form 5500 (PDF) for Customer Value Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Customer Value Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $10.9M | 17.5% | |
| FID FRDM INDEX 2045 INV | Registered Investment Companies | — | — | $5.4M | 8.7% | |
| FID FREEDOM IND 2040 INVESTOR | Registered Investment Companies | — | — | $5.3M | 8.5% | |
| FID FDM INDEX 2030 INV | Registered Investment Companies | — | — | $4.9M | 7.9% | |
| FID FRDM INDEX 2050 INV | Registered Investment Companies | — | — | $4.4M | 7.0% | |
| FID FRDM INDEX 2055 INV | Registered Investment Companies | — | — | $4.1M | 6.5% | |
| FID F IND 2060 INV | Registered Investment Companies | — | — | $4.0M | 6.4% | |
| FID FDM INDEX 2035 INV | Registered Investment Companies | — | — | $3.1M | 5.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $2.7M | 4.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $2.3M | 3.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.8M | 2.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.4M | 2.2% | |
| FID F IND 2025 INV | Registered Investment Companies | — | — | $1.4M | 2.2% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $969K | 1.6% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $920K | 1.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $784K | 1.3% | |
| FID FREEDOM IND 2020 INVESTOR | Registered Investment Companies | — | — | $745K | 1.2% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $649K | 1.0% | |
| FID FREEDOM INDEX 2065 INV | Registered Investment Companies | — | — | $631K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $606K | 1.0% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $543K | 0.9% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $497K | 0.8% | |
| MACQUARIEDIVERSIFIED INCOME R6 | Registered Investment Companies | — | — | $468K | 0.7% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $432K | 0.7% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $364K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $223K | 0.4% | |
| FID FREEDOM INDEX 2015 INV | Registered Investment Companies | — | — | $203K | 0.3% | |
| FID F INDEX INC INV | Registered Investment Companies | — | — | $90K | 0.1% | |
| FID FREEDOM INDEX 2010 INV | Registered Investment Companies | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $225K | — |
