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Original filing (PDF)20251009052518NAL0010358848001
CUSTOMER VALUE PARTNERS, LLC
Form 5500
FILING_RECEIVED
CVP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
519
Accounts w/ balance
860
Plan assets (EOY)
$62.4M
Net assets (EOY)
$62.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 228% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUSTOMER VALUE PARTNERS, LLC.
Plan sponsor
Name
CUSTOMER VALUE PARTNERS, LLC
EIN
01-0570597
Address
805 FIFTEENTH ST NW · SUITE 650 · WASHINGTON, DC · 20005
Phone
(571) 354-6816
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $92K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $225K | — |
Investments
29 direct securities · 1 pooled fund· $61.7M(99% of reported assets)
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.
Registered Investment Companies
$59.9M
29 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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