Original filing (PDF)20260211115631NAL0002818339001

CCI SYSTEMS, INC.

Name: CCI SYSTEMS, INC. — CCI SYSTEMS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CCI SYSTEMS, INC.

Form 5500

FILING_RECEIVED

CCI SYSTEMS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

633

Accounts w/ balance

813

Plan assets (EOY)

$31.2M

Net assets (EOY)

$31.2M

How this plan invests

This plan

11 pooled trusts

Schedule D

10 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

58 bps in Schedule C fees — 100% above peer band of 29 bps.

Decision-maker contacts

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

Plan sponsor

Name

CCI SYSTEMS, INC.

EIN

38-2356585

Address

105 KENT ST · IRON MOUNTAIN, MI · 49801

Phone

(906) 771-2241

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-11

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)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$136K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CERITY PARTNERS RETIREMENT PLAN	—	NEW YORK, NY	INVESTMENT ADVISOR	$22K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$22K	—

Investments

11 pooled funds· $19.2M(62% 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.

Investment	Type	Shares / units	Cost	Current value	% of plan
BLACKROCK LIFEPATH INDEX 2055 FUND GREAT GRAY · EIN 46-3302432 / PN 078	Common Collective Trust	—	—	$4.1M	13.2%
BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY · EIN 26-3763061 / PN 049	Common Collective Trust	—	—	$3.0M	9.6%
BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY · EIN 26-3770302 / PN 053	Common Collective Trust	—	—	$2.2M	7.0%
BLACKROCK LIFEPATH INDEX 2035 FUND GREAT GRAY · EIN 26-3770263 / PN 052	Common Collective Trust	—	—	$2.1M	6.8%
BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY · EIN 26-3770208 / PN 051	Common Collective Trust	—	—	$2.0M	6.3%
BLACKROCK LIFEPATH INDEX 2045 FUND GREAT GRAY · EIN 26-3770058 / PN 050	Common Collective Trust	—	—	$2.0M	6.3%
BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY · EIN 47-2700166 / PN 058	Common Collective Trust	—	—	$1.4M	4.5%
GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001	Common Collective Trust	—	$1.2M	$1.0M	3.3%
BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY · EIN 26-3773846 / PN 057	Common Collective Trust	—	—	$906K	2.9%
BLACKROCK LIFEPATH IDX 2065 FUND FE GREAT GRAY · EIN 38-4126295 / PN 000	Common Collective Trust	—	—	$580K	1.9%
BLACKROCK LIFEPATH INDEX 2025 FUND GREAT GRAY · EIN 26-3773730 / PN 054	Common Collective Trust	—	—	$0	<0.1%