Plan Snapshot
- Plan Sponsor: Ccbcc Operations LLC
- Sponsor EIN: 200234821
- Sponsor Address: PO BOX 31487, CHARLOTTE, NC, 282311487
- Plan Type: 401(k)
- Total Participants: 2,114
- Total Assets: $33.8M
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. |
|---|---|---|---|---|
| 2024 | 2,114 | $33.8M | $663,631 | $2.7M |
| 2023 | 1,764 | $30.2M | $478,928 | $2.2M |
| 2022 | 1,391 | $27.5M | $464,424 | $2.3M |
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 |
|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO. | RECORDKEEPER | $64,854 | — | $64,854 |
| CAPTRUST FINANCIAL ADVISORS | CONSULTANT | $38,620 | — | $38,620 |
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV. INST. OPS. CO. — RECORDKEEPER
- GREERWALKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,474
- Estimated Expense Ratio: 0.306% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $103,474 | — | — | — | — |
| 2023 | $54,491 | — | — | — | — |
| 2022 | $51,552 | — | — | — | — |