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Original filing (PDF)20251014181220NAL0001751811001
CONCENTRIX CVG CORPORATION
Form 5500
FILING_RECEIVED
CONVERGYS CORPORATION PENSION PLAN
Defined-benefit pension plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
543
Accounts w/ balance
—
Plan assets (EOY)
$115.1M
Net assets (EOY)
$114.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Common Collective Trusts * Russell 8-Year LDI Fixed Income Fund" is 42% of plan.
- 46 bps in Schedule C fees — 362% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCENTRIX CVG CORPORATION.
Plan sponsor
Name
CONCENTRIX CVG CORPORATION
EIN
83-1746894
Address
201 EAST FOURTH STREET · CINCINNATI, OH · 45202
Phone
(513) 837-1871
Industry
Management of Companies / Holdingssee 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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | 04-3581074 | — | TRUSTEE | $477K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSUTLING | 36-3051915 | — | ACTUARY | $55K | — |
Investments
10 pooled funds· $114.4M(99% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RUSSEL 8YR LDI FIXED INC FD RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 000 | Common Collective Trust | — | $48.4M | $48.6M | 42.2% | |
| RUSSELL 1000 INDEX FUND SR I RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 033 | Common Collective Trust | — | $3.6M | $14.5M | 12.6% | |
| RUSSELL INTERNATIONAL FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 005 | Common Collective Trust | — | $8.8M | $13.0M | 11.3% | |
| RUSSELL 10-15YR STRIPS FIXED INC FD RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 000 | Common Collective Trust | — | $13.1M | $12.1M | 10.5% | |
| RUSSELL 14YR LDI FIXED INC FD RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 000 | Common Collective Trust | — | $11.7M | $11.2M | 9.8% | |
| RUSSELL 15-20YR STRIPS FIXED INC FD RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 000 | Common Collective Trust | — | $6.9M | $5.9M | 5.1% | |
| RUSSELL EQUITY II FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | — | $2.3M | $4.0M | 3.4% | |
| RITC EMERGING MARKETS FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 000 | Common Collective Trust | — | $2.6M | $2.8M | 2.4% | |
| RUSSELL 25+ YR STRIPS FIXED INC FD RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 000 | Common Collective Trust | — | $2.5M | $2.4M | 2.1% | |
| RUSSELL FIXED INCOME I FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |