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Original filing (PDF)20250926084721NAL0011591267001
CCC INTELLIGENT SOLUTIONS INC.
Form 5500
FILING_RECEIVED
CCC INTELLIGENT SOLUTIONS INC. 401(K) RETIREMENT SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,025
Accounts w/ balance
2,641
Plan assets (EOY)
$373.5M
Net assets (EOY)
$373.5M
How this plan invests
This plan
17 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CCC INTELLIGENT SOLUTIONS INC..
Plan sponsor
Name
CCC INTELLIGENT SOLUTIONS INC.
EIN
36-3073579
Address
167 N. GREET STREET, 9TH FLOOR · CHICAGO, IL · 60607
Phone
(312) 222-4636
Industry
Information / Tech / Mediasee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $195K | — |
| IFP ADVISORS, INC. | — | TAMPA, FL | NONE | $59K | — |
| THE LAMPO GROUP, INC. | — | BRENTWOOD, TN | NONE | $35K | — |
Investments
16 direct securities · 17 pooled funds· $373.7M(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.
Common Collective Trust
$241.2M
17 holdings
Uncategorized
$132.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $41.7M | 11.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 (1) | — | — | — | $32.6M | 8.7% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $27.8M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $25.7M | 6.9% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund (1) | — | — | — | $25.7M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $25.2M | 6.8% | |
| TRP EQUITY INDEX TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $23.7M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $21.7M | 5.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $19.8M | 5.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $16.9M | 4.5% | |
| Registered Investment Companies * T. Rowe Price T. Rowe Price New Horizons Fund (1) | — | — | — | $16.0M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $13.6M | 3.7% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund (1) | — | — | — | $13.4M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.5M | 2.8% | |
| American Funds American Funds EuroPacific Growth (1) | — | — | — | $8.0M | 2.1% | |
| Columbia SM Cap Index (1) | — | — | — | $7.8M | 2.1% | |
| T. Rowe Price T. Rowe Price Balanced Fund (1) | — | — | — | $6.9M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.6% | |
| Western Asset Western Asset Core Plus Bnd (1) | — | — | — | $5.5M | 1.5% | |
| NEUBERGER BERMAN LARGE CAP VAL FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264545 / PN 708 | Common Collective Trust | — | — | $5.3M | 1.4% | |
| Vanguard Int Termbond Inx (1) | — | — | — | $4.2M | 1.1% | |
| various dates through September 2039 | — | — | — | $3.3M | 0.9% | |
| Vanguard International (1) | — | — | — | $2.8M | 0.8% | |
| JP Morgan JP Morgan Mid Cap Val I (1) | — | — | — | $2.7M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| Columbia Mid Cap Index Instl 2 (1) | — | — | — | $1.8M | 0.5% | |
| John Hancock JHancock Strategic Income R6 (1) | — | — | — | $1.6M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $588K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $369K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $346K | <0.1% | |
| US Treasury US Treasury Money Fund (1) | — | — | — | $214K | <0.1% | |
| T. Rowe Price T. Rowe Price Retire Bal Inv (1) | — | — | — | $187K | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $187K | <0.1% |
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