Rachael Sklamberg signed CC Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CC Services, Inc.'s EIN is 37-1000579.
Download the official 2024 Form 5500 (PDF) for CC Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CC Services, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $94K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s, at Fair Value Vanguard Institutional Index Fund | Mutual Funds | — | — | $204.8M | 17.8% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $190.1M | 16.6% | |
| Fidelity Advisor Balanced Fund Z | Mutual Funds | — | — | $86.7M | 7.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $74.1M | 6.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $69.4M | 6.0% | |
| T. Rowe Price Growth Stock Fund | Other securities | — | — | $64.5M | 5.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $63.8M | 5.6% | |
| Money Market Funds, at Fair Value JP Morgan Liquid Assets Money Market Fund | Cash / Money Market | — | — | $63.7M | 5.5% | |
| Neuberger & Berman Genesis Fund | Other securities | — | — | $63.0M | 5.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $51.0M | 4.4% | |
| Dodge & Cox Int'l Stock X | Mutual Funds | — | — | $35.3M | 3.1% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $34.6M | 3.0% | |
| Vanguard Windsor II FD Admiral SHS #573 | Mutual Funds | — | — | $29.0M | 2.5% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $20.1M | 1.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $20.0M | 1.7% | |
| Dodge & Cox Income Fund X | Mutual Funds | — | — | $15.6M | 1.4% | |
| Vanguard Retirement Income | Mutual Funds | — | — | $13.9M | 1.2% | |
| Cohen & Steers Institutional Realty Shares Fund | Other securities | — | — | $13.8M | 1.2% | |
| Vanguard Inflation Protected Secs Fund | Mutual Funds | — | — | $12.6M | 1.1% | |
| AM Europacific Growth | Other securities | — | — | $7.8M | 0.7% | |
| Notes Receivable from Participants Interest Rate, 4.25 to 9.50 Percent - 0 - | Other securities | — | — | $5.7M | 0.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $5.1M | 0.4% | |
| Party-in- Identity of Party Involved and Description of Current Interest Investment Cost Value Cash | Cash / Money Market | — | — | $40K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
