Carolyn K Shellum signed CVR Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CVR Services, LLC's EIN is 20-0252115.
Download the official 2024 Form 5500 (PDF) for CVR Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CVR Services, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $14K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $24.8M | 11.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $22.7M | 10.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $21.2M | 9.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $20.5M | 9.1% | |
| MFS GROWTH EQUITY CLASS L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $15.5M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $15.1M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $13.9M | 6.1% | |
| Vanguard Federal Money Market Investment Fund | Mutual Funds | — | — | $12.5M | 5.5% | |
| T. ROWE PRICE EQUITY INDEX TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $12.4M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.5M | 3.3% | |
| T. Rowe Price Trust Company Mid-Cap Value Fund | Common Stocks | — | — | $7.1M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.8M | 3.0% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $6.2M | 2.8% | |
| T. Rowe Price Trust Company Mid-Cap Growth Fund | Common Stocks | — | — | $6.0M | 2.6% | |
| T. Rowe Price Trust Company New Horizons Fund | Common Stocks | — | — | $5.6M | 2.5% | |
| DFA U.S. Targeted Value | Mutual Funds | — | — | $4.0M | 1.8% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $3.8M | 1.7% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $3.7M | 1.7% | |
| American Funds Europac Growth Fund | Mutual Funds | — | — | $2.9M | 1.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 1.2% | |
| Cash 5 Mutual funds * T. Rowe Price Trust Company High Yield Fund | Cash / Money Market | — | — | $2.2M | 1.0% | |
| Vanguard Total Bond Index Admiral Share Fund | Mutual Funds | — | — | $2.0M | 0.9% | |
| Principal Core Fixed Income Fund | Other securities | — | — | $1.8M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.8% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.5M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $899K | 0.4% | |
| T. ROWE PRICE RETIREMENT BAL TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $231K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $198K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $31K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
