Leticia MOND signed CCC Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CCC Group, Inc.'s EIN is 74-2391991.
Download the official 2024 Form 5500 (PDF) for CCC Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CCC Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $178K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $69K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CHOICE 2030 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $6.5M | 21.9% | |
| AMERICAN CENTURY ONE CHOICE 2040 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.2M | 14.3% | |
| AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Common Collective Trust | — | — | $3.4M | 11.4% | |
| AMERICAN CENTURY ONE CHOICE 2045 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.9M | 6.4% | |
| AMERICAN CENTURY ONE CHOICE 2050 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.9% | |
| AMERICAN CENTURY ONE CHOICE 2035 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $1.5M | 5.1% | |
| AMERICAN CENTURY ONE CHOICE 2025 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.1% | |
| Empower Annuity Insurance Company Group annuity contract | Common Stocks | — | — | $1.4M | 4.8% | |
| AMERICAN CENTURY ONE CHOICE 2055 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| MFS AGGRESSIVE GROWTH ALLOCATION I | Mutual Funds | — | — | $839K | 2.8% | |
| Participants 4.25% to 9.50%; maturing through 2029 | Bonds / Notes | — | — | $773K | 2.6% | |
| Invesco Equally INVESCO EQUALLY-WTD S&P 500 Y | Common Collective Trusts | — | — | $770K | 2.6% | |
| MFS GROWTH ALLOCATION I | Mutual Funds | — | — | $527K | 1.8% | |
| AMERICAN CENTURY ONE CHOICE 2060 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $463K | 1.6% | |
| MFS MODERATE ALLOCATION I | Mutual Funds | — | — | $356K | 1.2% | |
| Fidelity INTERNATIONAL INDEX | Mutual Funds | — | — | $231K | 0.8% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $230K | 0.8% | |
| AMERICAN CENTURY ONE CHOICE 2065 XX AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $171K | 0.6% | |
| MFS CONSERVATIVE ALLOCATION I | Mutual Funds | — | — | $114K | 0.4% | |
| Goldman Sachs GOLDMAN SACHS GQG PTNRS INTL OPPS R6 | Other securities | — | — | $68K | 0.2% | |
| Fidelity ADVISOR STRATEGIC INCOME I | Mutual Funds | — | — | $48K | 0.2% | |
| NB CORE BOND (WTNA) TRUST FOUNDERS GREAT GRAY TRUST · EIN 85-4339990 / PN 656 | Common Collective Trust | — | — | $32K | 0.1% | |
| AB US LCG W SERS CL MSG GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $32K | 0.1% | |
| Janus Henderson JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | — | $30K | 0.1% | |
| Cohen & Steers COHEN & STEERS REAL ESTATE SECURITIES I | Other securities | — | — | $15K | <0.1% | |
| Neuberger Berman NEUBERGER BERMAN INTRINSIC VALUE R6 | Other securities | — | — | $10K | <0.1% | |
| American Funds AMERICAN FUNDS AMERICAN MUTUAL R6 | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | — | CHICAGO, IL | AUDITOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
