# Cck Strategies, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/cck-strategies-pllc-401k-plan

> Cck Strategies, PLLC's 401(k) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cck Strategies, PLLC

- **Sponsor EIN:** 731528194

- **Sponsor Address:** 8811 S. YALE AVE., SUITE 400, TULSA, OK, 74137

- **Plan Type:** 401(k)

- **Total Participants:** 166

- **Total Assets:** $8.1M

## 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.|

| 2024|166|$8.1M|$366,921|$908,039|

| 2023|125|$6.2M|$337,704|$825,765|

| 2022|112|$4.4M|$263,382|$639,441|

## 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|

| HANTZMON WIEBEL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HANTZMON WIEBEL LLP](https://planprovider.pro/provider/hantzmon-wiebel-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$46,306|$3,677|$42,629|—|—|

| 2023|$31,659|$2,613|$28,086|—|—|

| 2022|$25,784|$2,128|$23,656|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cck-strategies-pllc-401k-plan)

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