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CVG WEALTH MANAGEMENT LLC

EIN 85-3629792-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$140K assets
Welfare
0
Participants
4
15511 STATE HIGHWAY 71 SUITE 1 - BEE CAVE, TX 78738805-750-4035
Plans on this EIN
1 filing
#001401k-$140K - 4 part

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Retirement#001

CVG WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$140K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CVG WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$140K42025
Retirement plans
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