Customer Value Partners, Inc. 401(k) Plan: Login, Facts & Contact Information
Customer Value Partners, Inc. 401(k) Login
367 former Customer Value Partners, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Customer Value Partners, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $9.33 million went into the plan in contributions, $2.25 million of it from the employer (24%).
- $5.45 million was paid out to participants.
- Investment and other income added $7.76 million.
- Administrative expenses were $327,213, about $380 per account.
How the Customer Value Partners, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 404 | $17.5 million | $953,872 | $838,866 |
| 2020 | 527 | $24.4 million | $1.40 million | $3.18 million |
| 2021 | 606 | $33.0 million | $1.77 million | $2.95 million |
| 2022 | 820 | $39.1 million | $2.22 million | $4.50 million |
| 2023 | 915 | $51.1 million | $2.27 million | $4.51 million |
| 2024 | 938 | $62.4 million | $2.25 million | $5.45 million |
Customer Value Partners, Inc. 401(k) Contact Information
Questions about the Customer Value Partners, Inc. 401(k)
Does Customer Value Partners, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.25 million, 24% of all contributions.
Does the Customer Value Partners, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Customer Value Partners, Inc 401(k) plan?
938 participants at the start of plan year 2024, 519 of them active employees, and 367 former employees who still had money in the plan.
What is the average 401(k) balance at Customer Value Partners, Inc?
About $72,572 per account: $62.4 million in plan assets across 860 accounts with a balance at the end of plan year 2024.
Who manages the Customer Value Partners, Inc 401(k) accounts?
ADP Retirement Services (listed on the filing as GLOBAL RETIREMENT PARTNERS) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Customer Value Partners, Inc. How do I access my 401(k)?
Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.