Original filing (PDF)20250411161951NAL0014264083001

CC PROPERTIES INVESTMENTS, LLC

Name: CC PROPERTIES INVESTMENTS, LLC — CC PROPERTIES INVESTMENTS, LLC 401K PLAN, Form 5500 (2024)
Creator: CC PROPERTIES INVESTMENTS, LLC

Form 5500

FILING_RECEIVED

CC PROPERTIES INVESTMENTS, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

How this plan invests

This plan

36 pooled trusts

Schedule D

36 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CC PROPERTIES INVESTMENTS, LLC.

Plan sponsor

Name

CC PROPERTIES INVESTMENTS, LLC

EIN

26-3615889

Address

2353 WEST UNIVERSITY DRIVE · TEMPE, AZ · 85281

Phone

(480) 422-2053

Industry

Data Processing, Hosting· Information / Tech / Mediasee all

Plan administrator

Name

FINANCIAL FOCUS RETIREMENT SERVICES

EIN

47-5015396

City

CHANDLER, AZ

Phone

(480) 494-8992

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

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	$12K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FINANCIALFOCUS RETIREMENT PLAN S	36-4820854	CHANDLER, AZ	CONTRACT ADMIN	$3K	—

Other

Name	EIN	Location

Investments

1 direct security · 36 pooled funds· $3.7M(98% 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.

Pooled Separate Account

$3.7M

36 holdings

Uncategorized

$16K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	AMERICAN FUNDS NEW PERSPECTIVE R6 GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001	Pooled Separate Account	—	—	$470K	12.4%
	VANGUARD GROWTH INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001