Concentrix Retirement And Savings Plan — Form 5500 plan (Concentrix Cvg Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Concentrix Retirement And Savings Plan is a benefit plan reported by Concentrix Cvg Corporation under EIN 83-1746894 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,612 participants and $797,596,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concentrix Cvg Corporation
- EIN
- 83-1746894
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 19,612
- End-of-year plan assets
- $797,596,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,612 | H, C | 20240913085204NAL0011368113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $797,596,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $797,596,037
- Net assets (BOY)
- $640,501,802
Income & contributions
- Employer contributions
- $15,084,800
- Participant contributions
- $37,302,383
- Total contributions
- $55,590,529
- Total income / additions
- $185,525,667
Expenses & distributions
- Benefits paid
- $85,817,353
- Administrative expenses
- $464,413
- Total expenses
- $86,330,932
- Net increase / (decrease)
- $99,194,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $419,405 | $0 | 2023 |
| Captrust Financial Advisors | CONSULTANT | $25,583 | not reported in the loaded dataset | 2023 |
| Geffen Mesher & Company Pc | ACCOUNTANT/AUDITOR | $22,534 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | OTHER SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Concentrix Cvg Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Fidelity Investments Institutional — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Geffen Mesher & Company Pc — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation