2023 Form 5500 filing — Concentrix Retirement And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913085204NAL0011368113001) for Concentrix Retirement And Savings Plan, reported by Concentrix Cvg Corporation under EIN 83-1746894 and plan number 002. It reports 19,612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913085204NAL0011368113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concentrix Cvg Corporation
- EIN
- 83-1746894
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 19,612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $797,596,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $797,596,037
- Employer contributions
- $15,084,800
- Participant contributions
- $37,302,383
- Total income / additions
- $185,525,667
- Benefits paid
- $85,817,353
- Administrative expenses
- $464,413
- Total expenses
- $86,330,932
- Net increase / (decrease)
- $99,194,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $419,405 | $0 |
| Captrust Financial Advisors | CONSULTANT | $25,583 | not reported in the loaded dataset |
| Geffen Mesher & Company Pc | ACCOUNTANT/AUDITOR | $22,534 | not reported in the loaded dataset |
| Wealth Management Systems Inc | OTHER SERVICES | $0 | $0 |