Original filing (PDF)20260408085418NAL0010621296001

CC Properties Investments, LLC

Name: CC Properties Investments, LLC — CC Properties, Form 5500 (2025)
Creator: CC Properties Investments, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CC Properties Investments, LLC 401(k) Plan

401(k) retirement plan · CC Properties Investments, LLC's CC Properties Investments, LLC 401(k) Plan held $5.0M in plan assets for 78 participants in 2025, with Empower as recordkeeper.

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

How this plan invests

This plan

38 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CC PROPERTIES INVESTMENTS, LLC.

Plan sponsor

Name

CC PROPERTIES INVESTMENTS, LLC

EIN

26-3615889all filings

Address

2353 WEST UNIVERSITY DRIVE · TEMPE, AZ · 85281

Phone

(480) 422-2053

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator

Name

FINANCIAL FOCUS RETIREMENT SERVICES

EIN

47-5015396

City

CHANDLER, AZ

Phone

(480) 494-8992

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$10K	—
EMPOWER ADVISORY GROUP, LLC	84-0467907	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

38 pooled funds· $4.9M(97% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
NUVEEN LIFECYCLE INDEX 2055 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$622K	12.5%
VANGUARD GROWTH INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$482K	9.7%
VANGUARD 500 INDEX ADMIRAL GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$481K	9.6%
NUVEEN LIFECYCLE INDEX 2050 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$398K	8.0%
AMERICAN FUNDS NEW PERSPECTIVE R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$314K	6.3%
VANGUARD DEVELOPED MARKETS INDEX AD GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$237K	4.7%
NUVEEN LIFECYCLE INDEX 2045 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$237K	4.7%
NUVEEN LIFECYCLE INDEX 2030 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$235K	4.7%
AMERICAN FUNDS GROWTH FUND OF AMER GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$232K	4.7%
NUVEEN LIFECYCLE INDEX 2035 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$211K	4.2%
VANGUARD MID-CAP GROWTH INDEX ADMIR GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$209K	4.2%
NUVEEN LIFECYCLE INDEX 2040 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$201K	4.0%
NUVEEN LIFECYCLE INDEX 2060 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$157K	3.1%
AMERICAN FUNDS EUROPACIFIC GR R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$126K	2.5%
DFA US LARGE COMPANY INSTL INDEX PO GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$91K	1.8%
VANGUARD VALUE INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$86K	1.7%
NUVEEN LIFECYCLE INDEX RETIREMENT I GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$86K	1.7%
VANGUARD EQUITY-INCOME ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$70K	1.4%
KEY GUARANTEED PORTFOLIO FUND GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$60K	1.2%
VANGUARD SMALL CAP VALUE INDEX ADMI GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$45K	0.9%
NUVEEN SMALL CAP BLEND INDEX R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$39K	0.8%
VANGUARD BALANCED INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$35K	0.7%
NUVEEN LIFECYCLE INDEX 2025 R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$35K	0.7%
VANGUARD SMALL CAP GROWTH INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$25K	0.5%
VANGUARD MID-CAP VALUE INDEX ADMIRA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$21K	0.4%
VANGUARD INFLATION-PROTECTED SECS A GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$19K	0.4%
VANGUARD VALUE INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$18K	0.4%
AMERICAN FUNDS BOND FUND OF AMER R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$17K	0.3%
VANGUARD MID CAP INDEX FUND - ADMIR GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$15K	0.3%
VANGUARD INTERM-TERM BOND INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$12K	0.2%
VANGUARD SHORT-TERM CORP BD IDX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$12K	0.2%
DFA US TARGETED VALUE I GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$10K	0.2%
VANGUARD HIGH-YIELD CORPORATE ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$7K	0.1%
VANGUARD GNMA ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$6K	0.1%
DFA US SMALL CAP I GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$5K	0.1%
VANGUARD SELECTED VALUE INV GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$4K	<0.1%
VANGUARD SHORT-TERM INVESTMENT-GRAD GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$2K	<0.1%
MASSMUTUAL MID CAP GROWTH I GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	$2K	<0.1%