Overview

Plan Rating

BrightScope Rating
75
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (79)
Highest in Peer Group (92)

Plan Description

CVDC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 75. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. CVDC 401k Plan currently has over 600 active participants and over $59.8M in plan assets.

Did you know?

For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (75) and the top rated plan (92) could equate to:
13
Additional years of work
946
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 15871 City View Dr, Ste 200 Mailbox 14
  • Location
    Midlothian , VA
  • 23113
  • Industry
    Offices of Dentists
  • Administrator
    M Scott Gore
  • Net Plan Assets
    $59,800,000
  • Total Participants
    640
  • Avg Account Balance
    $100,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Above Average

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

159

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Schwab S&P 500 Index 17%
7%
Schwab Total Stock Market Index 15%
30%
Schwab US Aggregate Bond Index 10%
99%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Wellington Management Company, LP
Investment Adviser
Pinnacle Advisory Group
Investment Adviser
Forum Financial Management Lp
Auditor
Zukerman & Associates Ltd

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question