FANG XIA signed Cvausa Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cvausa Management, LLC's EIN is 87-3915207.
Download the official 2024 Form 5500 (PDF) for Cvausa Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cvausa Management, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, 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 | $83K | — |
| ADP, INC | 13-3036745 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $125.7M | 94.9% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.6M | 1.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $84K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $34K | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $18K |
| — |
| INVESTMENT CONSULTING GROUP, INC | 42-1358707 | — | INVESTMENT ADVISOR | $8K | — |
