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Original filing (PDF)20250904151837NAL0010109043001
CCINTEGRATION INC.
Form 5500
FILING_RECEIVED
CCINTEGRATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
112
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
44 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CCINTEGRATION INC..
Plan sponsor
Name
CCINTEGRATION INC.
EIN
77-0197130
Address
620 SHILOH ROAD, SUITE 200 · PLANO, TX · 75074
Phone
(949) 351-3313
Industry
All Other Professional Services· Professional & Technical 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
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| TRANSAMERICA FINANCIAL LIFE | 36-6071399 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THREE BELL CAPITAL LLC | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $10K | — |
| MERRILL LYNCH LIFE AGENCY, INC | 13-2808480 | — | INVESTMENT ADVISOR | $0 | — |
Investments
21 direct securities · 44 pooled funds· $13.5M(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
$8.2M
21 holdings
Common Collective Trust
$4.1M
18 holdings
Pooled Separate Account
$1.1M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.9M | 23.2% | |
| JPMorgan Investment Management Account Variable Annuity Separate Account | — | — | — | $1.1M | 14.1% | |
| LARGE CAP GROWTH/JP MORG INVST MGT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.1M | 14.1% | |
| TRP Retirement Blend Select Trust 2035 Fund Collective Trust Fund | — | — | — | $1.0M | 13.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.0M | 13.0% | |
| TRP Retirement Blend Select Trust 2020 Fund Collective Trust Fund | — | — | — | $793K | 9.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $793K | 9.8% | |
| TRP Retirement Blend Select Trust 2050 Fund Collective Trust Fund | — | — | — | $595K | 7.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $595K | 7.4% | |
| TRP Retirement Blend Select Trust 2040 Fund Collective Trust Fund | — | — | — | $586K | 7.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $586K | 7.3% | |
| TRP Retirement Blend Select Trust 2030 Fund Collective Trust Fund | — | — | — | $542K | 6.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $542K | 6.7% | |
| TRP Retirement Blend Select Trust 2055 Fund Collective Trust Fund | — | — | — | $303K | 3.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $303K | 3.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $218K | 2.7% | |
| participants 9.50% | — | — | — | $211K | 2.6% | |
| PARTICIPANT LOANS VARIOUS | — | — | $211K | $211K | 2.6% | |
| Empower Investments Fixed Account Fixed Annuity | — | — | — | $161K | 2.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $147K | 1.8% | |
| State Street World Developed ex-US Index Fund Collective Trust Fund 31 * TRP Retirement Blend Select Trust 2015 Fund Collective Trust Fund | — | — | — | $130K | 1.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $130K | 1.6% | |
| Invesco Discovery Mid Cap Growth Fund Mutual Fund | — | — | — | $80K | 1.0% | |
| Lord Abbett Developing Growth Fund Mutual Fund | — | — | — | $75K | 0.9% | |
| TRP Retirement Blend Select Trust 2045 Fund Collective Trust Fund | — | — | — | $49K | 0.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $49K | 0.6% | |
| Victory Core Plus Intermediate Bond Fund Mutual Fund | — | — | — | $35K | 0.4% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $31K | 0.4% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $21K | 0.3% | |
| TRP Retirement Blend Select Trust 2060 Fund Collective Trust Fund | — | — | — | $18K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $18K | 0.2% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| TRP Retirement Blend Select Trust 2065 Fund Collective Trust Fund | — | — | — | $5K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $5K | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $3K | <0.1% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $2K | <0.1% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $220 | <0.1% | |
| STATE ST WORLD DEV EX US IDX SL SF STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 000 | Common Collective Trust | — | — | $31 | <0.1% | |
| STATE STREETY S&P MD CAP INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2055 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REIT INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SM CAP INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTN'L INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6011399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET EMERGING MRKTS INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SM CAP GR INDX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL LG CAP GR INDX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK CAPITAL APPRECIATION TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BNY MELLON GLOBAL FIXED INCOME TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS MASS INVSTR RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING SPECIAL MD CAP VAL RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMALL CAP VALUE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PRTNRS STCK INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EROPACIFIC GR TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2025 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2060 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2030 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071395 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2035 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071395 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2040 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2045 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA BLACKROCK LIFEPATH INDEX 2050 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T ROWE PRICE RET BLEND TRUST 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $0 | <0.1% |
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