CVR Associates, Inc.'s EIN is 04-3273457.
Download the official 2024 Form 5500 (PDF) for CVR Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CVR Associates, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $63K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $8.3M | 96.1% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $1.2M | 13.7% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $784K | 9.1% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $705K | 8.2% | |
| STATE STREET RUSSELL LG CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $632K | 7.3% | |
| CLEARBRIDGE APPRE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 378 | Pooled Separate Account | — | — | $632K | 7.3% | |
| TRANSAMERICA PRTNRS STCK INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $631K | 7.3% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $359K | 4.2% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $343K | 4.0% | |
| AMERICAN FUNDS EUROPACIFIC GR RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $329K | 3.8% | |
| WESTERN ASSET CORE PLUS BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 022 | Pooled Separate Account | — | — | $286K | 3.3% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $283K | 3.3% | |
| STATE STREET U.S. BD INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $282K | 3.3% | |
| LOOMIS SAYLES BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 107 | Pooled Separate Account | — | — | $260K | 3.0% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $253K | 2.9% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $217K | 2.5% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $196K | 2.3% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $160K | 1.9% | |
| INVESCO VALUE OPPORTUNITIES RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 575 | Pooled Separate Account | — | — | $156K | 1.8% | |
| TEMPLETON GLOB BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $126K | 1.5% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $115K | 1.3% | |
| VICTORY MUNDER MID-CAP CORE GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 096 | Pooled Separate Account | — | — | $98K | 1.1% | |
| INVESCO EQUITY AND INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 947 | Pooled Separate Account | — | — | $95K | 1.1% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $74K | 0.9% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $72K | 0.8% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
| 13-2808480 |
| — |
| INVESTMENT ADVISORY - PL |
| $24K |
| — |
