How big is CCR Investment Group DBA Equity Finance Group's plan?

CCR Investment Group DBA Equity Finance Group's plan reported $368K in assets and 2 participants for 2024.

Original filing (PDF)20250722155846NAL0001353491001

CCR Investment Group DBA Equity Finance Group

Name: CCR Investment Group DBA Equity Finance Group — Form 5500 Plan 002 (2024)
Creator: CCR Investment Group DBA Equity Finance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCR Investment Group DBA Equity Finance Group 401(k) Profit Sharing Plan

401(k) retirement plan · CCR Investment Group DBA Equity Finance Group's CCR Investment Group DBA Equity Finance Group 401(k) Profit Sharing Plan held $368K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

Plan identifiers

CCR Investment Group DBA Equity Finance Group's EIN is 45-1561156.

EIN 45-1561156

Plan number 002

Plan year 2024

ACK ID 20250722155846NAL0001353491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CCR Investment Group DBA Equity Finance Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CCR Investment Group DBA Equity Finance Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CCR INVESTMENT GROUP DBA EQUITY FINANCE GROUP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score