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Original filing (PDF)20251001072711NAL0005811107001
CLASSICAL CONVERSATIONS, INC.
Form 5500
FILING_RECEIVED
CC ENGAGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
254
Accounts w/ balance
246
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLASSICAL CONVERSATIONS, INC..
Plan sponsor
Name
CLASSICAL CONVERSATIONS, INC.
EIN
46-0515016
Address
255 AIR TOOL ROAD · SOUTHERN PINES, NC · 28587
Phone
(910) 673-0100
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
25 direct securities · 1 pooled fund· $6.8M(100% 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.
Uncategorized
$6.7M
25 holdings
Common Collective Trust
$81K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | — | — | — | $1.4M | 21.1% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $850K | 12.5% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $813K | 12.0% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $740K | 10.9% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $584K | 8.6% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $331K | 4.9% | |
| American Funds AMCAP Fund | — | — | — | $283K | 4.2% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $277K | 4.1% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $258K | 3.8% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $235K | 3.5% | |
| American Funds Investment Company of America Fund | — | — | — | $232K | 3.4% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $148K | 2.2% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $140K | 2.1% | |
| American Funds New World Fund | — | — | — | $110K | 1.6% | |
| EB MAGIC 95 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $81K | 1.2% | |
| KeyBank EB Managed Guaranteed Investment Contract Fund | — | — | — | $68K | 1.0% | |
| American Funds EuroPacific Growth Fund | — | — | — | $62K | 0.9% | |
| MFS Blended Research International Equity Fund | — | — | — | $58K | 0.8% | |
| American Funds U.S. Government Money Market Fund | — | — | — | $34K | 0.5% | |
| American Funds Bond Fund of America | — | — | — | $29K | 0.4% | |
| Hartford Schroders International Multi-Cap Value Fund ** 903 * American Funds Intermediate Bond Fund of America ** 1 * Notes receivable from participants Interest rates of 9.00% to 9.50% | — | — | — | $18K | 0.3% | |
| Lord Abbett High Yield Fund | — | — | — | $18K | 0.3% | |
| MFS Blended Research Small Cap Equity Fund | — | — | — | $7K | 0.1% | |
| American Funds 2070 Target Date Retirement Fund | — | — | — | $6K | <0.1% | |
| American Funds Capital World Bond Fund | — | — | — | $2K | <0.1% | |
| Invesco Global Real Estate Fund | — | — | — | $2K | <0.1% |