Plan Snapshot
- Plan Sponsor: Ccg Services, INC.
- Sponsor EIN: 371076260
- Sponsor Address: 6320 RESEARCH ROAD, FRISCO, TX, 75033
- Plan Type: 401(k)
- Total Participants: 1,596
- Total Assets: $106.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,596 | $106.0M | $3.7M | $8.5M |
| 2023 | 1,362 | $87.8M | $3.1M | $7.1M |
| 2022 | 1,274 | $69.3M | $2.8M | $6.5M |
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 INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $107,904 | — | $107,904 |
| SYM FINANCIAL CORPORATION | ADVISOR | $43,886 | — | $43,886 |
| CBIZ CPA'S P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SYM FINANCIAL CORPORATION — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,790
- Estimated Expense Ratio: 0.143% 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 | $151,143 | $43,886 | — | — | — |
| 2023 | $128,049 | $35,757 | $600 | — | — |
| 2022 | $127,565 | — | — | — | — |