Original filing (PDF)20251015152829NAL0002669747001

CCMS, LLC

Name: CCMS, LLC — CCMS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CCMS, LLC

Form 5500-SF

FILING_RECEIVED

CCMS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CCMS, LLC.

Plan sponsor

Name

CCMS, LLC

EIN

74-2328891

Address

200 SOUTH ALISTER STREET, SUITE C · PORT ARANSAS, TX · 78373

Phone

(361) 749-8702

Industry

Real Estatesee 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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SOUTHERN ARIZONA LAND TRUST, INC.

SOUTHERN ARIZONA LAND TRUST, INC. 401(K) PLAN

$185K · 7 participants

HORIZON REAL ESTATE PARTNERS

HORIZON REAL ESTATE PARTNERS 401(K) PLAN

$186K · 4 participants

ST. MARKS TOWERS, INC.

ST. MARK'S TOWERS, INC. 403(B) PLAN

$186K

FORTUNE CAPITAL MANAGEMENT SER

FORTUNE CAPITAL MANAGEMENT SER 401(K) PROFIT SHARING PLAN & TRUST

$184K · 11 participants

K4 MANAGEMENT LLC

K4 MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST