Sponsor portfolio
CVG STRATEGY, LLC
EIN 26-4545037management consultingLatest filing 2024
Plans
1
Retirement
1
$726K assets
Welfare
0
Participants
3
2815 W NEW HAVEN AVE STE 304 - MELBOURNE, FL 32904321-253-9791cvgstrategy.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CVG STRATEGY, LLC 401(K) P/S PLAN | 401k | $726K | 3 | 2024 |
Retirement plans