How big is CVG Strategy, LLC's plan?

CVG Strategy, LLC's plan reported $726K in assets and 3 participants for 2024.

Original filing (PDF)20250807145213NAL0011192450001

CVG Strategy, LLC

Name: CVG Strategy, LLC — CVG Strategy, LLC 401(k) P/S, Form 5500 (2024)
Creator: CVG Strategy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CVG Strategy, LLC 401(k) P/S Plan

401(k) retirement plan · CVG Strategy, LLC's CVG Strategy, LLC 401(k) P/S Plan held $726K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

People on this filing

Cindy Gholston signed CVG Strategy, LLC's 2024 Form 5500 as plan administrator.

Cindy Gholston — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CVG Strategy, LLC's EIN is 26-4545037.

EIN 26-4545037

Plan number 001

Plan year 2024

ACK ID 20250807145213NAL0011192450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CVG Strategy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CVG Strategy, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CVG STRATEGY, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score