Tracey Reuter signed CCA Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CCA Industries, Inc.'s EIN is 54-1480927.
Download the official 2024 Form 5500 (PDF) for CCA Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CCA Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $158K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Total Return Bond Fund Class Z | Other securities | — | — | $15.6M | 11.2% | |
| Fidelity International Discovery Fund | Mutual Funds | — | — | $14.9M | 10.7% | |
| John Hancock Disciplined Value Fund | Other securities | — | — | $12.3M | 8.8% | |
| Eagle Mid Cap Growth Fund Class R5 | Other securities | — | — | $11.7M | 8.4% | |
| Vanguard Target Return Income Fund | Mutual Funds | — | — | $11.3M | 8.1% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $10.1M | 7.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $8.1M | 5.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $7.2M | 5.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $7.1M | 5.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $5.8M | 4.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.8M | 3.4% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $3.3M | 2.4% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.2M | 2.3% | |
| Mainstay Large Cap Growth Fund | Other securities | — | — | $3.1M | 2.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $2.7M | 2.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.6M | 1.9% | |
| Brokeragelink | Other securities | — | — | $2.4M | 1.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.2M | 1.6% | |
| Galliard Stable Value Return Fund M | Stable Value | — | — | $1.8M | 1.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.3M | 0.9% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| AB Small Cap Growth Portfolio Class Z | Other securities | — | — | $1.1M | 0.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $1.0M | 0.7% | |
| Fidelity Retirement Money Market | Mutual Funds | — | — | $633K | 0.5% | |
| Participant Loans | Participant loans | — | — | $59K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEITER, STEPHENS, GU | 54-1631262 | — | ACCOUNTANT/AUDITOR | $13K | — |
