How big is CCG Advisors, LLC's plan?

CCG Advisors, LLC's plan reported $2.5M in assets and 8 participants for 2024.

Original filing (PDF)20251007143211NAL0002543907001

CCG Advisors, LLC

Name: CCG Advisors, LLC — CCG Advisors, LLC Cash Balance, Form 5500 (2024)
Creator: CCG Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCG Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · CCG Advisors, LLC's CCG Advisors, LLC Cash Balance Plan held $2.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Melinda Corbett signed CCG Advisors, LLC's 2024 Form 5500 as plan administrator.

Melinda Corbett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CCG Advisors, LLC's EIN is 45-0570905.

EIN 45-0570905

Plan number 002

Plan year 2024

ACK ID 20251007143211NAL0002543907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CCG Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CCG Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CCG ADVISORS, LLC.

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Plan health score

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score