Original filing (PDF)20250611143323NAL0026097344001

CV INDUSTRIES

Name: CV INDUSTRIES — CV INDUSTRIES 401K PLAN, Form 5500 (2024)
Creator: CV INDUSTRIES

Form 5500

FILING_RECEIVED

CV INDUSTRIES 401K PLAN

401(k) retirement plan

Signals · 2

86% in single holdingNo recordkeeper disclosed

Active participants

622

Accounts w/ balance

361

Plan assets (EOY)

$34.5M

Net assets (EOY)

$34.5M

How this plan invests

This plan

4 pooled trusts

Schedule D

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Knocking points off

Top holding "[DFE: PRINCIPAL/BLACKROCK S&P 500 INDEX CIT (extraction pending)]" is 86% of plan.
43 bps in Schedule C fees — modestly above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.
58% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CV INDUSTRIES.

Plan sponsor

Name

CV INDUSTRIES

EIN

56-1043374

Address

PO BOX 70 · VALDESE, NC · 28690

Phone

(828) 874-2181

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

SMITH LEONARD PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	22-3570392	—	INVESTMENT ADVISORY	$43K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$106K	—

Investments

1 direct security · 4 pooled funds· $16.9M(49% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$16.7M

4 holdings

Uncategorized

$244K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	—	—	$14.3M	41.5%
COLUMBIA TRUST STBL INC ADM 0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060	Common Collective Trust	—	—	$1.4M	4.0%
BLACKROCK MSCI ACWI EX-US IN R GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013	Common Collective Trust	—	—	$755K	2.2%
[DFE: GREAT GRAY EUROPACIFIC GROWTH TRUST (extraction pending)]	—	—	—	$244K	0.7%
GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001	Common Collective Trust	—	—	$244K	0.7%