Back to filter
Original filing (PDF)20251013143646NAL0000716515001
CVR SERVICES, LLC
Form 5500
FILING_RECEIVED
CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
620
Accounts w/ balance
682
Plan assets (EOY)
$115.3M
Net assets (EOY)
$115.3M
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 (5 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
002
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 | $48K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $14K | — |
Investments
14 direct securities · 17 pooled funds· $115.2M(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
$88.4M
17 holdings
Uncategorized
$26.8M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $14.8M | 12.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $13.1M | 11.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.5M | 10.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.4M | 9.1% | |
| Vanguard Federal Money Market Investment Fund | — | — | — | $8.3M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $7.8M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.1M | 5.3% | |
| T. ROWE PRICE EQUITY INDEX TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $5.2M | 4.5% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $4.1M | 3.6% | |
| MFS GROWTH EQUITY CLASS L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $3.5M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.7% | |
| T. Rowe Price Trust Company New Horizons Fund | — | — | — | $2.6M | 2.2% | |
| JP Morgan Equity Income Fund | — | — | — | $2.4M | 2.1% | |
| T. Rowe Price Trust Company Mid-Cap Value Fund | — | — | — | $1.6M | 1.4% | |
| T. Rowe Price Trust Company Mid-Cap Growth Fund | — | — | — | $1.4M | 1.2% | |
| American Funds Europac Growth Fund | — | — | — | $1.4M | 1.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.3M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $967K | 0.8% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $778K | 0.7% | |
| T. Rowe Price Trust Company High Yield Bond Fund | — | — | — | $752K | 0.7% | |
| Vanguard Total International Stock Index Fund | — | — | — | $660K | 0.6% | |
| Principal Core Fixed Income Fund | — | — | — | $611K | 0.5% | |
| DFA U.S. Targeted Value | — | — | — | $381K | 0.3% | |
| Vanguard Total Bond Index Admiral Shares Fund | — | — | — | $381K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $247K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $145K | 0.1% | |
| T. ROWE PRICE RETIREMENT BAL TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $123K | 0.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using T ROWE PRICE RPS INC
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
$5.2B · 22,296 participants
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
CACI INTERNATIONAL, INC.
THE CACI SMART PLAN
$3.9B · 23,471 participants
Similar-size Manufacturing plans
DEER PARK REFINING, LP
DEER PARK REFINING, LP RETIREMENT BENEFITS PLAN
$118.2M · 1,002 participants
HOUSTON REFINING LP
HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES
$110.1M · 365 participants
TOTALENERGIES FINANCE USA, INC.
TOTALENERGIES FINANCE USA, INC. CASH BALANCE PENSION PLAN
$122.0M · 1,628 participants
FORUM ENERGY TECHNOLOGIES, INC.
FORUM ENERGY TECHNOLOGIES, INC. 401(K) PLAN
$123.3M · 1,076 participants
PLACID REFINING COMPANY LLC
PLACID REFINING COMPANY PENSION PLAN
$107.0M · 214 participants
EXXON MOBIL CORPORATION
EXXONMOBIL RETIREE MEDICAL PLAN
$102.9M
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants