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Original filing (PDF)20251013074617NAL0000801281001
CCA CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
CCA CONSTRUCTION, INC. 401 (K) SAVINGS PLAN
401(k) retirement plan
Active participants
67
Accounts w/ balance
97
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CCA CONSTRUCTION, INC..
Plan sponsor
Name
CCA CONSTRUCTION, INC.
EIN
13-3774862
Address
445 SOUTH ST, SUITE 310 · MORRISTOWN, NJ · 07960
Phone
(201) 876-2788
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $650 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NI ADVISORS | — | MILPITAS, CA | ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LILLING AND COMPANY LLP | 13-3447681 | — | ACCOUNTANT/AUDITOR | $20K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNEY | 52-1839270 | — | ATTORNEY/LEGAL | $11K | — |
Investments
28 direct securities · 1 pooled fund· $17.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.2M
28 holdings
Common Collective Trust
$549K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party investment Cost** Current value * Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.6M | 20.4% | |
| Fidelity Advisor Freedom 2040 Fund Class A Mutual Fund | — | — | — | $2.6M | 14.5% | |
| Fidelity Advisor Freedom 2035 Fund Class A Mutual Fund | — | — | — | $2.1M | 11.6% | |
| Fidelity Advisor Freedom 2030 Fund Class A Mutual Fund | — | — | — | $1.5M | 8.7% | |
| Fidelity Advisor Freedom 2045 Fund Class A Mutual Fund | — | — | — | $1.5M | 8.3% | |
| Fidelity Advisor Freedom 2025 Fund Class A Mutual Fund | — | — | — | $1.1M | 6.4% | |
| Fidelity Advisor Freedom 2050 Fund Class A Mutual Fund | — | — | — | $817K | 4.6% | |
| AF Growth Fund of America Class R4 Mutual Fund | — | — | — | $768K | 4.3% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $551K | 3.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $549K | 3.1% | |
| Fidelity Advisor Freedom 2055 Fund Class A Mutual Fund | — | — | — | $480K | 2.7% | |
| Franklin Small Cap Growth Fund Class A Mutual Fund | — | — | — | $409K | 2.3% | |
| Janus Henderson Triton Fund Class S Mutual Fund | — | — | — | $382K | 2.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $336K | 1.9% | |
| AF New World Fund Class R4 Mutual Fund | — | — | — | $200K | 1.1% | |
| Davis Financial Fund Class A Mutual Fund | — | — | — | $195K | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $115K | 0.6% | |
| Fidelity Advisor Freedom 2060 Fund Class A Mutual Fund | — | — | — | $109K | 0.6% | |
| Lord Abbett Bond Debenture Fund Class R4 Mutual Fund | — | — | — | $100K | 0.6% | |
| BlackRock Inflation Protection Bond Fund Cl A Mutual Fund | — | — | — | $81K | 0.5% | |
| AB Discovery Value Fund Class A Mutual Fund | — | — | — | $75K | 0.4% | |
| AF American Mutual Fund Class R4 Mutual Fund | — | — | — | $38K | 0.2% | |
| Parametric International Equity Fund Class A Mutual Fund | — | — | — | $35K | 0.2% | |
| Notes receivable from participants per annum $0 | — | — | — | $35K | 0.2% | |
| Fidelity Advisor Freedom 2020 Fund Class A Mutual Fund | — | — | — | $26K | 0.1% | |
| Metropolitan West Total Return Bond Fund Cl Mutual Fund | — | — | — | $26K | 0.1% | |
| Fidelity Advisor Freedom 2065 Fund Class A Mutual Fund | — | — | — | $10K | <0.1% | |
| Fidelity Global ex US Index Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| Fidelity Advisor Freedom Income Fund Class A Mutual Fund | — | — | — | $4K | <0.1% |
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