Original filing (PDF)20250915072303NAL0001475200001

CAPITAL CONSULTANTS, INC.

Name: CAPITAL CONSULTANTS, INC. — CAPITAL CONSULTANTS, INC. EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPITAL CONSULTANTS, INC.

Form 5500

FILING_RECEIVED

CAPITAL CONSULTANTS, INC. EMPLOYEE PROFIT SHARING PLAN

401(k) retirement plan

Active participants

123

Accounts w/ balance

186

Plan assets (EOY)

$22.5M

Net assets (EOY)

$22.5M

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL CONSULTANTS, INC..

Plan sponsor

Name

CAPITAL CONSULTANTS, INC.

EIN

38-1811650

Address

106 W. ALLEGAN STREET · SUITE 500 · LANSING, MI · 489331706

Phone

(517) 371-1200

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$5K	—

Investments

38 direct securities· $21.2M(94% of reported assets)

Other securities

$19.5M

35 holdings

Cash / Money Market

$1.3M

1 holding

Common Stock

$375K

1 holding

Bonds / Notes

$102K

1 holding

					% of plan
Fidelity Investments 500 Index Fund Investor Class Fund N/R	Other securities	—	—	$2.0M	8.7%
Fidelity Investments Fidelity Contrafund K Fund N/R	Other securities	—	—	$1.9M	8.7%
Fidelity Investments Fidelity Freedom 2030 K Fund N/R	Other securities	—	—	$1.9M	8.5%
Fidelity Investments Government Money Market Fund N/R	Cash / Money Market	—	—	$1.3M	5.7%
Fidelity Investments Fidelity Freedom 2050 K Fund N/R	Other securities	—	—	$1.3M	5.6%
Fidelity Investments Fidelity Freedom 2040 K Fund N/R	Other securities	—	—	$1.2M	5.5%
Fidelity Investments Fidelity Freedom 2045 K Fund N/R	Other securities	—	—	$1.2M	5.3%
American Mutual Fund R4 Fund N/R	Other securities	—	—	$934K	4.2%
Fidelity Investments Fidelity Freedom 2025 K Fund N/R	Other securities	—	—	$898K	4.0%
Fidelity Investments US Bond Index Fund N/R	Other securities	—	—	$849K	3.8%
Oakmark Equity & Income Fund N/R	Other securities	—	—	$696K	3.1%
T. Rowe Price Blue Chirp Growth Fund N/R	Other securities	—	—	$644K	2.9%
Fidelity Investments Fidelity Mid Cap Stock Fund K N/R	Other securities	—	—	$626K	2.8%
Fidelity Investments Fidelity Freedom 2060 K Fund N/R	Other securities	—	—	$591K	2.6%
Fidelity Investments Select Technology Fund N/R	Other securities	—	—	$581K	2.6%
Fidelity Investments Fidelity Diversified International K N/R	Other securities	—	—	$515K	2.3%
Fidelity Investments Fidelity Low-Priced Stock Fund K N/R	Other securities	—	—	$485K	2.2%
Identity Description Cost Current Value * Fidelity Investments Select Healthcare Fund N/R	Other securities	—	—	$465K	2.1%
Fidelity Investments Fidelity Freedom 2020 K Fund N/R	Other securities	—	—	$394K	1.8%
Fidelity Investments Fidelity Freedom 2055 K Fund N/R	Other securities	—	—	$383K	1.7%
Fidelity Investments Fidelity Freedom 2070 K Fund N/R 39 JH Growth & Inc Fund N/R	Common Stock	—	—	$375K	1.7%
Fidelity Investments Select Natural Resource Fund N/R	Other securities	—	—	$346K	1.5%
Principal Small Cap Value Fund N/R	Other securities	—	—	$334K	1.5%
Baird Core Plus Inv Fund N/R	Other securities	—	—	$199K	0.9%
Fidelity Investments Real Estate Investment Fund N/R	Other securities	—	—	$180K	0.8%
Fidelity Investments Ext Market Index Adv Fund N/R	Other securities	—	—	$147K	0.7%
Fidelity Investments Select Consumer Discretionary Fund N/R	Other securities	—	—	$146K	0.6%
Virtus Ceredex Mid Cap Value Equity Fund N/R	Other securities	—	—	$138K	0.6%
Fidelity Investments Fidelity Freedom 2065 K Fund N/R	Other securities	—	—	$106K	0.5%
Participants Notes receivable, interest at 4.25% to 9.50% due 2025 to 2030 0	Bonds / Notes	—	—	$102K	0.5%
Fidelity Investments Select Utilities GR Fund N/R	Other securities	—	—	$90K	0.4%
Fidelity Investments Select Financial Fund N/R	Other securities	—	—	$61K	0.3%
Fidelity Investments Fidelity Freedom 2010 K Fund N/R	Other securities	—	—	$45K	0.2%
Fidelity Investments Freedom K Fund N/R	Other securities	—	—	$35K	0.2%
Fidelity Investments Em Market Index Adv Fund N/R	Other securities	—	—	$31K	0.1%
Fidelity Investments Select Industrials Fund N/R	Other securities	—	—	$29K	0.1%
Fidelity Investments Fidelity Freedom 2015 K Fund N/R	Other securities	—	—	$20K	<0.1%
Lazard International Strategic Equity Fund N/R	Other securities	—	—	$10K	<0.1%