Plan Snapshot
- Plan Sponsor: Cc Properties Investments, LLC
- Sponsor EIN: 263615889
- Sponsor Address: 2353 WEST UNIVERSITY DRIVE, TEMPE, AZ, 85281
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 110 | $5.0M | $0 | $0 |
| 2024 | 82 | $3.8M | $52,565 | $492,859 |
| 2023 | 81 | $2.9M | $75,358 | $477,006 |
| 2022 | 80 | $2.2M | $67,514 | $409,551 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $18,902 | — | $18,902 | — | — |
| 2024 | $20,851 | — | $20,851 | — | — |
| 2023 | $19,710 | — | $19,710 | — | — |
| 2022 | $13,272 | — | $13,272 | — | — |