Original filing (PDF)20251009084642NAL0011086320001

CVG GROUP, LLC

Name: CVG GROUP, LLC — CLEAR VIEW GROUP 401(K) PLAN, Form 5500 (2024)
Creator: CVG GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CLEAR VIEW GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

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.

Decision-maker contacts

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

Plan sponsor

Name

CVG GROUP, LLC

EIN

47-4810298

Address

PO BOX 56124 · HOUSTON, TX · 77256

Phone

(713) 513-7141

Industry

Finance & Insurancesee all

Plan administrator

Name

3(16) FIDUCIARY SERVICES CORPORATION

EIN

45-4813650

City

WOODSTOCK, GA

Phone

(561) 440-2139

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CONNEXA CAPITAL

CONNEXA CAPITAL 401(K) PLAN

$95K · 2 participants

DAOL NEW YORK LLC

DAOL NEW YORK LLC 401(K) PLAN

$95K · 2 participants

RISING SUN VENTURES, LLC

RISING SUN VENTURES 401(K) PLAN

$95K · 2 participants

BOLT CAPITAL LP

BOLT CAPITAL LP 401(K) PLAN

$95K · 2 participants

PRAIRIEWOOD CAPITAL, LLC

PRAIRIEWOOD CAPITAL 401(K) PLAN

$95K · 6 participants