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Original filing (PDF)20250911100259NAL0000927250001
CVR MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
CVR MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
782
Accounts w/ balance
759
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CVR MANAGEMENT, LLC.
Plan sponsor
Name
CVR MANAGEMENT, LLC
EIN
45-3642820
Address
7474 GREENWAY CENTER DRIVE · GREENBELT, MD · 20770
Phone
(240) 965-3200
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH ELLIOTT KEARNS & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $29K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $5K | — |
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $39.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$20.8M
28 holdings
Pooled Separate Account
$19.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19.1M | 96.9% | |
| Voya Retirement Insurance and Annuity Co. Vanguard 500 Index Fund -Admiral Shares .. | — | — | — | $3.6M | 18.1% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution 2055 Portfolio Z .. | — | — | — | $1.6M | 8.2% | |
| Voya Retirement Insurance and Annuity Co. American Funds Growth Fund- R6 .. | — | — | — | $1.5M | 7.8% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution 2050 Portfolio Z .. | — | — | — | $1.5M | 7.7% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution 2035 Portfolio Z .. | — | — | — | $1.2M | 6.0% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution 2040 Portfolio Z .. | — | — | — | $1.1M | 5.8% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution 2045 Portfolio Z .. | — | — | — | $1.1M | 5.7% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution 2030 Portfolio Z .. | — | — | — | $993K | 5.1% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution Income Portfolio Z .. | — | — | — | $975K | 5.0% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution 2060 Portfolio Z .. | — | — | — | $821K | 4.2% | |
| Voya Retirement Insurance and Annuity Co. Vanguard Total International Stock Index Fund- Admiral Shares •• | — | — | — | $727K | 3.7% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $727K | 3.7% | |
| Voya Index Solution 2025 P Z Registered Investment Company | — | — | — | $687K | 3.5% | |
| Voya Retirement Insurance and Annuity Co. Vanguard Mid-Cap Index Fund - Admiral Shares .. | — | — | — | $546K | 2.8% | |
| Voya Retirement Insurance and Annuity Co. Vanguard Small-Cap Index Fund - Admiral Shares .. | — | — | — | $462K | 2.3% | |
| fa) or similar par ty par, an d maturity val ue (d ) Cost Val ue e.u.u.led. £eiza ra.red,munt£ • Voya Retirement Insurance and Annuity Co. American Funds Euro Pacific Growth Fund - R6 .. | — | — | — | $440K | 2.2% | |
| American Funds EuroPacific Registered Investment Company | — | — | — | $440K | 2.2% | |
| General Accounts • Voya Retirement Insurance and Annuity Co. Voya Fixed Account (4450) .. | — | — | — | $325K | 1.7% | |
| Voya Retirement Insurance and Annuity Co. JP Morgan Mid-Cap Growth Fund - R6 .. | — | — | — | $322K | 1.6% | |
| Voya Retirement Insurance and Annuity Co. American Funds Washington Mutual Investors - R6 .. | — | — | — | $308K | 1.6% | |
| Loan Fund Participant Loans - Rates 4.25% to 9.50% | — | — | — | $276K | 1.4% | |
| party date,rate of interest, collateral, par, or maturity date AmBcn Small Cap Value Fund R6 Registered Investment Company | — | — | — | $256K | 1.3% | |
| Voya Retirement Insurance and Annuity Co. PIMCO Income Fund - Institutional Class .. | — | — | — | $211K | 1.1% | |
| Voya Retirement Insurance and Annuity Co. Voya Index Solution 2065 Portfolio Z .. | — | — | — | $197K | 1.0% | |
| Voya Retirement Insurance and Annuity Co. Voya Intermediate Bond Fund - R6 .. | — | — | — | $171K | 0.9% | |
| MFS Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $155K | 0.8% | |
| Janus Hndr Triton Fd N Registered Investment Company | — | — | — | $129K | 0.7% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $11K | <0.1% |
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