Plan Snapshot
- Plan Sponsor: Ccj & Associates, LLC
- Sponsor EIN: 270681548
- Sponsor Address: 10811 W. FAIRMONT PARKWAY, LAPORTE, TX, 77571
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $15.9M
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 | 116 | $15.9M | $847,656 | $733,378 |
| 2023 | 112 | $13.3M | $975,057 | $668,402 |
| 2022 | 106 | $11.5M | $671,561 | $705,073 |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | Investment Advisor | $27,080 | — | $27,080 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,080
- Estimated Expense Ratio: 0.170% 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 | $13,775 | $27,862 | $691 | — | — |
| 2023 | $32,626 | $6,468 | $322 | — | — |
| 2022 | $36,049 | — | $36,049 | — | — |