Plan Snapshot
- Plan Sponsor: Ccc Group, INC.
- Sponsor EIN: 742391991
- Sponsor Address: PO BOX 200350, SAN ANTONIO, TX, 78220
- Plan Type: 401(k)
- Total Participants: 738
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 738 | $29.7M | -$2,468 | $3.2M |
| 2023 | 976 | $29.2M | $0 | $3.1M |
| 2022 | 880 | $26.5M | $0 | $2.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $177,892 | — | $177,892 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $69,133 | — | $69,133 |
| RSM US LLP | AUDITOR | $45,750 | — | $45,750 |
| RSMUS | Auditor | $45,700 | — | $45,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- RSMUS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $338,475
- Estimated Expense Ratio: 1.138% 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 | $294,997 | $71,355 | — | $45,700 | — |
| 2023 | $205,526 | $39,741 | $165,785 | — | — |
| 2022 | $220,588 | $53,849 | $166,139 | — | — |