Plan Snapshot
- Plan Sponsor: Ccbcc Operations LLC
- Sponsor EIN: 200234821
- Sponsor Address: P.O. BOX 31487, CHARLOTTE, NC, 28231
- Plan Type: DB
- Total Participants: 1,273
- Total Assets: $54.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,273 | $54.6M | $5.0M | $0 |
| 2023 | 1,166 | $49.3M | $2.0M | $0 |
| 2022 | 1,090 | $42.9M | $4.3M | $0 |
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 INSTITUTIONAL ASSET MGMT | INADV-PL | $37,088 | — | $37,088 |
| NORTHERN TRUST COMPANY | TRUSTEE | $17,633 | — | $17,633 |
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,721
- Estimated Expense Ratio: 0.100% 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 | $484,548 | $37,088 | $17,633 | — | — |
| 2023 | $368,590 | $44,391 | $16,901 | — | — |
| 2022 | $325,177 | $17,694 | $8,834 | — | $186,885 |