· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CVS GROUP, LLC — CVS GROUP, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250401153231NAL0008085217001
CVS GROUP, LLC
Form 5500-SF
FILING_RECEIVED
CVS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$190K
Net assets (EOY)
$190K
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CVS GROUP, LLC
.
Find decision makers
Plan sponsor
Name
CVS GROUP, LLC
EIN
45-4863474
Address
PO BOX 57187 · DES MOINES, IA · 50317
Phone
(515) 265-7417
Industry
Transportation & Warehousing
see 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
2025-04-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
BRAUN EQUIPMENT, INC.
BRAUN EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN
$189K · 10 participants
717 LOGISTICS LLC
717 LOGISTICS 401K PLAN
$189K · 27 participants
TEAMS ONLY, INC.
TEAMS ONLY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$188K · 16 participants
LEGAL COURIER INC
LEGAL COURIER INC. 401(K) PROFIT SHARING PLAN
$188K · 4 participants
FLEX POINT LOGISTICS LLC
FLEX POINT LOGISTICS LLC 401(K) PLAN
$187K · 11 participants
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JAMROSE LOGISTICS LLC
JAMROSE LOGISTICS LLC 401(K) PLAN
$192K · 71 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B