Plan Snapshot
- Plan Sponsor: Ccintegration INC.
- Sponsor EIN: 770197130
- Sponsor Address: 620 SHILOH RD STE 200, PLANO, TX, 750747255
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 136
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 136 | $9.5M | $0 | $0 |
| 2024 | 82 | $8.1M | $286,077 | $717,388 |
| 2023 | 96 | $6.6M | $298,821 | $721,289 |
| 2022 | 98 | $4.8M | $287,260 | $719,280 |
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 |
|---|---|---|---|---|
| THREE BELL CAPITAL LLC | Investment Advisor | $16,141 | — | $16,141 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $12,407 | — | $12,407 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,548
- Estimated Expense Ratio: 0.300% 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 |
|---|---|---|---|---|---|
| 2025 | $860,335 | $16,141 | — | — | — |
| 2024 | $22,732 | $10,058 | — | — | — |
| 2023 | $33,661 | — | — | — | — |
| 2022 | $657,521 | — | — | — | — |