Plan Snapshot
- Plan Sponsor: Cci Companies, INC.
- Sponsor EIN: 161430891
- Sponsor Address: P.O. BOX 186, CANASTOTA, NY, 13032
- Plan Type: DC
- Total Participants: 58
- Total Assets: $10.8M
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 | 58 | $10.8M | $715,521 | $0 |
| 2023 | 59 | $10.9M | $757,320 | $0 |
| 2022 | 55 | $9.9M | $536,459 | $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 |
|---|---|---|---|---|
| FIRLEY, MORAN,FREER & EASSA,CPA P.C | NONE | $12,852 | — | $12,852 |
| MILLIMAN | NONE | $11,939 | — | $11,939 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,791
- Estimated Expense Ratio: 0.229% 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 | $38,085 | — | $12,831 | $12,852 | — |
| 2023 | $40,245 | — | $13,227 | $13,861 | — |
| 2022 | $42,549 | — | — | — | $42,549 |