Original filing (PDF)20250807145213NAL0011192450001

CVG STRATEGY, LLC

Name: CVG STRATEGY, LLC — CVG STRATEGY, LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: CVG STRATEGY, LLC

Form 5500-SF

FILING_RECEIVED

CVG STRATEGY, LLC 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$726K

Net assets (EOY)

$726K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CVG STRATEGY, LLC

EIN

26-4545037all filings

Address

2815 W NEW HAVEN AVE STE 304 · MELBOURNE, FL · 32904

Phone

(321) 253-9791

Industry

Professional & Technical Servicessee 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

2025-08-07

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

PETROSTRAT INC.

PETROSTRAT 401(K) PROFIT SHARING PLAN AND TRUST

$726K · 16 participants

JEHN WATER CONSULTANTS INC

JEHN WATER CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST

$726K · 3 participants

ENVIRONMENTAL STRATEGIES & APPLICATIONS, INC.

ESA 401(K) PLAN

$726K · 19 participants

WANS CONSULTATION FIRM CORPORATI

WANS CONSULTATION FIRM CORPORATION 401K

$726K · 2 participants

GEM CITY BUSINESS SOLUTIONS

GEM CITY BUSINESS SOLUTIONS 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.