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Original filing (PDF)20251013143856NAL0002211024001
CVR SERVICES, LLC
Form 5500
FILING_RECEIVED
CVR ENERGY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
994
Accounts w/ balance
1,181
Plan assets (EOY)
$226.1M
Net assets (EOY)
$226.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CVR SERVICES, LLC.
Plan sponsor
Name
CVR SERVICES, LLC
EIN
20-0252115
Address
2277 PLAZA DRIVE, SUITE 500 · SUGAR LAND, TX · 77479
Phone
(281) 207-3200
Industry
Manufacturingsee 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
2025-10-13
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)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $68K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $14K | — |
Investments
14 direct securities · 17 pooled funds· $225.4M(100% 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.
Common Collective Trust
$163.5M
17 holdings
Uncategorized
$62.0M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $6.2M | 2.8% | |
| T. Rowe Price Trust Company Mid-Cap Growth Fund | — | — | — | $6.0M | 2.6% | |
| T. Rowe Price Trust Company New Horizons Fund | — | — | — | $5.6M | 2.5% | |
| DFA U.S. Targeted Value | — | — | — | $4.0M | 1.8% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $3.8M | 1.7% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $3.7M | 1.7% | |
| American Funds Europac Growth Fund | — | — | — | $2.9M | 1.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $2.7M | 1.2% | |
| Cash 5 Mutual funds * T. Rowe Price Trust Company High Yield Fund | — | — | — | $2.2M | 1.0% | |
| Vanguard Total Bond Index Admiral Share Fund | — | — | — | $2.0M | 0.9% | |
| Principal Core Fixed Income Fund | — | — | — | $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 | — | — | — | $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% |
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