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Original filing (PDF)20250825145728NAL0007959809001
CONCENTRIX CVG CORPORATION
Form 5500
FILING_RECEIVED
CONCENTRIX RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Active participants
35,537
Accounts w/ balance
8,746
Plan assets (EOY)
$879.7M
Net assets (EOY)
$879.7M
How this plan invests
This plan
8 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
65
Knocking points off
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
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 ST. · CINCINNATI, OH · 45202
Phone
(513) 837-1871
Industry
Management of Companies / Holdingssee 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
2025-08-25
Pension benefit codes
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $434K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | PLAN ADMINISTRATOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
Investments
27 direct securities · 8 pooled funds· $913.4M(100% 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.
Uncategorized
$600.0M
27 holdings
Common Collective Trust
$313.4M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $139.3M | 15.8% | |
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $122.5M | 13.9% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $71.2M | 8.1% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $61.2M | 7.0% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $55.1M | 6.3% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $54.9M | 6.2% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $51.4M | 5.8% | |
| Participant Self-Directed Brokerage Accounts Brokerage Accounts | — | — | — | $39.9M | 4.5% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $31.4M | 3.6% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $27.8M | 3.2% | |
| Fidelity Managed Income Portfolio II Class I Collective Trust Fund | — | — | — | $27.1M | 3.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $27.1M | 3.1% | |
| MFS Value Fund Class R6 Registered Investment Company | — | — | — | $27.1M | 3.1% | |
| MassMutual Mid-Cap Growth Fund Class I Registered Investment Company | — | — | — | $20.6M | 2.3% | |
| MFS Mid-Cap Value Fund Class R6 Registered Investment Company | — | — | — | $20.0M | 2.3% | |
| American Funds EuroPacific Growth Fund - R6 Registered Investment Company | — | — | — | $18.9M | 2.1% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $12.5M | 1.4% | |
| Metwest Total Return Bond Fund Class I Registered Investment Company | — | — | — | $12.3M | 1.4% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $10.7M | 1.2% | |
| NYLI MacKay High Yield Corporate Bond Fund Class Registered Investment Company | — | — | — | $10.3M | 1.2% | |
| Notes receivable from participants with maturity dates through October 2039 N/A | — | — | — | $9.9M | 1.1% | |
| Principal Small-Cap Growth Fund I Class Registered Investment Company | — | — | — | $9.4M | 1.1% | |
| Victory Integrity Small-Cap Value R6 Registered Investment Company | — | — | — | $9.1M | 1.0% | |
| NT S&P 400 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Common Collective Trust | — | — | $7.0M | 0.8% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $6.7M | 0.8% | |
| Northern Trust Russell 2000 Index Fund Collective Trust Fund | — | — | — | $6.5M | 0.7% | |
| NT RUSS 2000 IDX NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $6.5M | 0.7% | |
| NT EAFE IDX TIER 3 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 111 | Common Collective Trust | — | — | $5.7M | 0.6% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $5.3M | 0.6% | |
| Concentrix Corporation Common Stock | — | — | — | $2.1M | 0.2% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $1.6M | 0.2% | |
| DFA Emerging Markets Portfolio Institutional Class Registered Investment Company | — | — | — | $1.4M | 0.2% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $706K | <0.1% | |
| Fidelity Cash Reserve Fund Interest-Bearing Cash | — | — | — | $302K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |