Original filing (PDF)20251007143211NAL0002543907001

CCG ADVISORS, LLC

Name: CCG ADVISORS, LLC — CCG ADVISORS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CCG ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

CCG ADVISORS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CCG ADVISORS, LLC.

Plan sponsor

Name

CCG ADVISORS, LLC

EIN

45-0570905

Address

3060 PEACHTREE STREET · STE 1250 · ATLANTA, GA · 30305

Phone

(404) 575-1991

Industry

Finance & Insurancesee 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

2025-10-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

L. ALLEY LOANS, INC.

L. ALLEY LOANS DEFINED BENEFIT PENSION PLAN AND TRUST

$2.5M · 2 participants

ARCUS CAPITAL PARTNERS

ARCUS CAPITAL PARTNERS 401(K) PROFIT SHARING PLAN

$2.5M · 14 participants

MATTERS GRAPH LP

GRAPH STRATEGY 401(K) PROFIT SHARING PLAN

$2.5M · 28 participants

CARLETON MANAGEMENT, INC.

CARLETON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

$2.5M · 2 participants

ICG NEXT, LLC

ICG NEXT, LLC 401(K) PLAN

$2.5M · 13 participants