Customer Value Partners 401(k) match, vesting and fees
What Customer Value Partners' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Global Retirement Partners | Schedule C ↗ |
| Independent auditor | Baker Tilly US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Customer Value Partners: employer contribution per participant | $2,620 | |
| Peer median | $2,600 |
| Customer Value Partners: average balance | $72,572 | |
| Peer median | $84,124 |
| Customer Value Partners: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $33M at the end of plan year 2021 to $62.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 887 | $62.4M | $2.3M | $2,620 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 930 | $51.1M | $2.3M | $2,540 | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 906 | $39.1M | $2.2M | $2,532 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 664 | $33M | $1.8M | $2,779 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Customer Value Partners match 401(k) contributions?
The match terms for the Cvp Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $2,620 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Customer Value Partners 401(k) match vested?
The vesting schedule for the Cvp Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Customer Value Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Global Retirement Partners. The plan administrator is Customer Value Partners, LLC.
I left Customer Value Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Customer Value Partners, LLC, (571) 354-6816) or the recordkeeper, Global Retirement Partners. The Customer Value Partners old 401(k) page lists the contacts from every plan filing. Find an old Customer Value Partners 401(k)
Data from the public Form 5500 annual reports Customer Value Partners filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Customer Value Partners. Not financial advice. Report a correction · Methodology