PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CVO ENTERPRISES, INC.
Sponsor portfolio

CVO ENTERPRISES, INC.

EIN 83-1928423-Latest filing 2025
Plans
4
Retirement
1
$1.6M assets
Welfare
3
$40K premiums
Participants
530
12 OLD CHARLOTTE HIGHWAY, SUITE 10 - ASHEVILLE, NC 28803828-505-3487
Plans on this EIN
4 filings
#001401k-$1.6M - 141 part#503Fully Insured-$20K - 130 lives#504Fully Insured-$11K - 130 lives#502Fully Insured-$9K - 129 lives

Benefits portfolio analytics

3 plans / $40K premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$20K
  • Long-term disability$11K
  • Life$9K
  • Other$9K
Total $40K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $40K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EA LEGACY LLC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTHERN FIBER GROUP RETIREMENT PLAN

401k

Assets$1.6M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CVO ENTERPRISES STD PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$20K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CVO ENTERPRISES LTD PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$11K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CVO ENTERPRISES HEALTH & WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$9K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN FIBER GROUP RETIREMENT PLAN401k$1.6M1412024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CVO ENTERPRISES STD PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$20K1302025
504CVO ENTERPRISES LTD PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$11K1302025
502CVO ENTERPRISES HEALTH & WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$9K1292025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica