How big is Compliance Concepts, Inc.'s plan?

Compliance Concepts, Inc.'s plan reported $9.8M in assets and 9 participants for 2025.

Original filing (PDF)20260423115610NAL0007359040001

Compliance Concepts, Inc.

Name: Compliance Concepts, Inc. — C.C.I. Retirement Plan, Form 5500 (2025)
Creator: Compliance Concepts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C.C.I. Retirement Plan

401(k) retirement plan · Compliance Concepts, Inc.'s C.C.I. Retirement Plan held $9.8M in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

AMY Perroz signed Compliance Concepts, Inc.'s 2025 Form 5500 as plan administrator.

AMY Perroz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Compliance Concepts, Inc.'s EIN is 23-2892940.

EIN 23-2892940

Plan number 001

Plan year 2025

ACK ID 20260423115610NAL0007359040001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compliance Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compliance Concepts, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPLIANCE CONCEPTS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

COMPLIANCE CONCEPTS, INC.

EIN

all filings

Address

6021 WALLACE ROAD EXT SUITE 203 · WEXFORD, PA · 15090

Phone

(724) 940-0077

Industry

Professional & Technical Services

Plan administrator