Susan Schneider signed Concentrix CVG Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concentrix CVG Corporation's EIN is 83-1746894.
Download the official 2024 Form 5500 (PDF) for Concentrix CVG Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concentrix CVG Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $434K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | PLAN ADMINISTRATOR | $35K | — |
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 | % 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 | Mutual Funds | — | — | $71.2M | 8.1% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | Mutual Funds | — | — | $61.2M | 7.0% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | Mutual Funds | — | — | $55.1M | 6.3% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | Mutual Funds | — | — | $54.9M | 6.2% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | Mutual Funds | — | — | $51.4M | 5.8% | |
| Participant Self-Directed Brokerage Accounts Brokerage Accounts | Self-Directed Brokerage | — | — | $39.9M | 4.5% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | Mutual Funds | — | — | $31.4M | 3.6% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | Mutual Funds | — | — | $27.8M | 3.2% | |
| Fidelity Managed Income Portfolio II Class I Collective Trust Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $27.1M | 3.1% | |
| MassMutual Mid-Cap Growth Fund Class I Registered Investment Company | Common Stocks | — | — | $20.6M | 2.3% | |
| MFS Mid-Cap Value Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $20.0M | 2.3% | |
| American Funds EuroPacific Growth Fund - R6 Registered Investment Company | Mutual Funds | — | — | $18.9M | 2.1% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | Mutual Funds | — | — | $12.5M | 1.4% | |
| Metwest Total Return Bond Fund Class I Registered Investment Company | Common Stocks | — | — | $12.3M | 1.4% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | Mutual Funds | — | — | $10.7M | 1.2% | |
| NYLI MacKay High Yield Corporate Bond Fund Class Registered Investment Company | Common Stocks | — | — | $10.3M | 1.2% | |
| Notes receivable from participants with maturity dates through October 2039 N/A | Other securities | — | — | $9.9M | 1.1% | |
| Principal Small-Cap Growth Fund I Class Registered Investment Company | Common Stocks | — | — | $9.4M | 1.1% | |
| Victory Integrity Small-Cap Value R6 Registered Investment Company | Common Stocks | — | — | $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 | Mutual Funds | — | — | $6.7M | 0.8% | |
| Northern Trust Russell 2000 Index Fund Collective Trust Fund | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $2.1M | 0.2% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | Mutual Funds | — | — | $1.6M | 0.2% | |
| DFA Emerging Markets Portfolio Institutional Class Registered Investment Company | Mutual Funds | — | — | $1.4M | 0.2% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | Mutual Funds | — | — | $706K | <0.1% | |
| Fidelity Cash Reserve Fund Interest-Bearing Cash | Mutual Funds | — | — | $302K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
