Kerry FAIN signed CCC Intelligent Solutions Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CCC Intelligent Solutions Inc.'s EIN is 36-3073579.
Download the official 2024 Form 5500 (PDF) for CCC Intelligent Solutions Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CCC Intelligent Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS, INC. | — | TAMPA, FL | NONE | $59K | — |
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.
| PI | % 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) | Other securities | — | — | $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) | Other securities | — | — | $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) | Other securities | — | — | $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) | Other securities | — | — | $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) | Mutual Funds | — | — | $8.0M | 2.1% | |
| Columbia SM Cap Index (1) | Other securities | — | — | $7.8M | 2.1% | |
| T. Rowe Price T. Rowe Price Balanced Fund (1) | Other securities | — | — | $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) | Other securities | — | — | $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) | Mutual Funds | — | — | $4.2M | 1.1% | |
| various dates through September 2039 | Other securities | — | — | $3.3M | 0.9% | |
| Vanguard International (1) | Mutual Funds | — | — | $2.8M | 0.8% | |
| JP Morgan JP Morgan Mid Cap Val I (1) | Other securities | — | — | $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) | Other securities | — | — | $1.8M | 0.5% | |
| John Hancock JHancock Strategic Income R6 (1) | Other securities | — | — | $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) | U.S. Treasuries | — | — | $214K | <0.1% | |
| T. Rowe Price T. Rowe Price Retire Bal Inv (1) | Other securities | — | — | $187K | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $187K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAMPO GROUP, INC. | — | BRENTWOOD, TN | NONE | $35K | — |