What public Form 5500 filings show about the CCR Investment Group DBA Equity Finance Group 401(k) plan — and how to find and check your own account.
CCR Investment Group DBA Equity Finance Group (EIN 45-1561156) reports CCR INVESTMENT GROUP DBA EQUITY FINANCE GROUP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $368K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CCR Investment Group DBA Equity Finance Group filing — schedules, fees, and providers.
CCR Investment Group DBA Equity Finance Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CCR Investment Group DBA Equity Finance GroupHR for the recordkeeper’s name and login.
