Robert T. Piccini signed CVB Financial Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CVB Financial Corp.'s EIN is 95-2868024.
Download the official 2024 Form 5500 (PDF) for CVB Financial Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CVB Financial Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $58K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $22.2M | 11.9% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $17.0M | 9.1% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $13.2M | 7.0% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $10.6M | 5.6% | |
| Vanguard Money Market Fund Inv | Mutual Funds | — | — | $9.2M | 4.9% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $8.9M | 4.8% | |
| T. Rowe Price Instl Large Cap Core Gr | Other securities | — | — | $8.7M | 4.6% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $8.3M | 4.4% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $7.3M | 3.9% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $5.5M | 2.9% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $4.6M | 2.5% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $4.6M | 2.5% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $4.6M | 2.4% | |
| Metropolitan Wets Total Return Bond I | Other securities | — | — | $4.0M | 2.2% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $4.0M | 2.1% | |
| American Funds Europacific Gr R6 | Mutual Funds | — | — | $3.6M | 1.9% | |
| MFS Value R6 | Mutual Funds | — | — | $3.6M | 1.9% | |
| American Century Small Cap Value R6 | Other securities | — | — | $3.5M | 1.9% | |
| Dodge & Cox Income Fund - I | Mutual Funds | — | — | $3.2M | 1.7% | |
| T. Rowe Price Dividend Growth | Other securities | — | — | $2.9M | 1.6% | |
| Pimco Income Instl | Mutual Funds | — | — | $2.8M | 1.5% | |
| Dimensional Fund Advisors Small Cap Growth Institutional Fund | Mutual Funds | — | — | $2.5M | 1.3% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $2.3M | 1.2% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $2.3M | 1.2% | |
| American Century Government Bond R5 | U.S. Treasuries | — | — | $2.2M | 1.2% | |
| Dimensional Fund Advisors Emerging Markets I | Mutual Funds | — | — | $1.9M | 1.0% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $1.6M | 0.8% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $1.0M | 0.5% | |
| T. Rowe Price Balanced Fund | Other securities | — | — | $445K | 0.2% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $393K | 0.2% | |
| Pimco GNMA & Government Securities Inst | Agency / Mortgage-Backed | — | — | $380K | 0.2% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $239K | 0.1% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $109K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| NONE |
| $39K |
| — |
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | NONE | $20K | — |
