Plan Snapshot
- Plan Sponsor: Commercial Credit Group INC.
- Sponsor EIN: 201409176
- Sponsor Address: 525 NORTH TRYON STREET SUITE 1000, CHARLOTTE, NC, 28202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 329
- Total Assets: $42.3M
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. |
|---|---|---|---|---|
| 2025 | 329 | $42.3M | $0 | $0 |
| 2024 | 266 | $35.0M | $595,957 | $2.0M |
| 2023 | 254 | $29.5M | $461,308 | $1.9M |
| 2022 | 239 | $23.8M | $483,529 | $1.9M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,265,473 | — | — | — | — |
| 2024 | $2,720 | — | — | — | — |
| 2023 | $2,594 | — | $2,594 | — | — |
| 2022 | $3,445 | — | $3,445 | — | — |