Original filing (PDF)20251014163452NAL0001655811001

C&C BOILER SALES & SERVICE, INC.

Name: C&C BOILER SALES & SERVICE, INC. — C&C BOILER SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: C&C BOILER SALES & SERVICE, INC.

Form 5500

FILING_RECEIVED

C&C BOILER SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

145

Accounts w/ balance

175

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C&C BOILER SALES & SERVICE, INC..

Plan sponsor

Name

C&C BOILER SALES & SERVICE, INC.

EIN

56-1173038

Address

3401 ROTARY DRIVE · CHARLOTTE, NC · 28269

Phone

(704) 597-0003

Industry

Manufacturingsee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$20K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST CITIZENS BANK AND TRUST CO

Investments

29 direct securities· $10.9M(100% of reported assets)

Other securities

$10.4M

28 holdings

Bonds / Notes

$411K

1 holding

					% of plan
BlackRock Lifepath Index 2030 Fund Mutual Fund, 126,008.576 Shares	Other securities	—	$126K	$2.2M	19.7%
BlackRock Lifepath Index 2040 Fund Mutual Fund, 59,341.345 Shares	Other securities	—	$59K	$1.2M	11.1%
BlackRock Lifepath Index Retirement Fund Mutual Fund, 86,665.743 Shares	Other securities	—	$87K	$1.2M	10.9%
BlackRock Lifepath Index 2050 Fund Mutual Fund, 50,615.260 Shares	Other securities	—	$51K	$1.2M	10.8%
BlackRock Lifepath Index 2035 Fund Mutual Fund, 39,516.050 Shares	Other securities	—	$40K	$746K	6.8%
Vanguard Total International Stock Index Admiral Fund Mutual Fund, 17,818.921 Shares	Other securities	—	$18K	$565K	5.2%
BlackRock Lifepath Index 2055 Fund Mutual Fund, 20,293.779 Shares	Other securities	—	$20K	$489K	4.5%
Vanguard 500 Index Admiral Fund Mutual Fund, 868.239 Shares	Other securities	—	—	$471K	4.3%
BlackRock Lifepath Index 2045 Fund Mutual Fund, 20,568.004 Shares	Other securities	—	$21K	$457K	4.2%
Participant Loans Interest rates range from 4.25%-6.25%	Bonds / Notes	—	—	$411K	3.8%
Vanguard Total Stock Market Index Admiral Fund Mutual Fund, 2,377.770 Shares	Other securities	—	$2K	$335K	3.1%
Vanguard Small Cap Index Admiral Fund Mutual Fund, 1,997.087 Shares	Other securities	—	$2K	$230K	2.1%
Federated Hermes Government Obligations Fund Mutual Fund, 200,661.940 Shares	Other securities	—	$201K	$203K	1.9%
Vanguard Total Bond Market Index Admiral Fund Mutual Fund, 19,225.496 Shares	Other securities	—	$19K	$182K	1.7%
AB Large Cap Growth Fund Mutual Fund, 1,230.608 Shares	Other securities	—	$1K	$134K	1.2%
Fidelity Short Term Bond Index Institutional Prm Mutual Fund, 13,164.031 Shares	Other securities	—	$13K	$130K	1.2%
BlackRock Lifepath Index 2060 Fund Mutual Fund, 5,464.543 Shares	Other securities	—	$5K	$118K	1.1%
Vanguard Equity-Income Admiral Fund Mutual Fund, 1,056.848 Shares	Other securities	—	$1K	$93K	0.9%
Vanguard Mid Cap Index Fund Mutual Fund, 276.185 Shares	Other securities	—	—	$90K	0.8%
Vanguard Inflation-Protected Sec Admiral Fund Mutual Fund, 3,539.715 Shares	Other securities	—	$4K	$80K	0.7%
BlackRock Mid-Cap Growth Equity Fund Mutual Fund, 1,668.501 Shares	Other securities	—	$2K	$73K	0.7%
BlackRock Advantage International Fund Mutual Fund, 2,884.051 Shares	Other securities	—	$3K	$54K	0.5%
Baird Aggregate Bond Institutional Fund Mutual Fund, 5,351.885 Shares	Other securities	—	$5K	$52K	0.5%
Pioneer Strategic Income Fund Mutual Fund, 5,460.653 Shares	Other securities	—	$5K	$51K	0.5%
Cohen & Steers Instl Realty Shares Mutual Fund, 980.905 Shares	Other securities	—	—	$47K	0.4%
Federated Hermes MDT Small Cap Core Fund Mutual Fund, 1,597.497 Shares	Other securities	—	$2K	$43K	0.4%
Macquarie Emerging Markets Fund Mutual Fund, 1,749.183 Shares	Other securities	—	$2K	$36K	0.3%
BlackRock Lifepath Index 2065 Fund Mutual Fund, 1,285.371 Shares	Other securities	—	$1K	$20K	0.2%
BlackRock High Yield Bond Portfolio Fund Mutual Fund, 2,069.861 Shares	Other securities	—	$2K	$15K	0.1%