Original filing (PDF)20250129145243NAL0025605456001

CC COACHING & CONSULTING, INC.

Name: CC COACHING & CONSULTING, INC. — THE COACHING K 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CC COACHING & CONSULTING, INC.

Form 5500-SF

FILING_RECEIVED

THE COACHING K 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CC COACHING & CONSULTING, INC..

Plan sponsor

Name

CC COACHING & CONSULTING, INC.

EIN

84-1600176

Address

5595 S. SYCAMORE STREET · LITTLETON, CO · 80120

Phone

(303) 984-9000

Industry

Finance & Insurancesee 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

2025-01-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

THE MURRAY HOUGEN GROUP

THE MURRAY HOUGEN GROUP 401(K) PLAN

$1.1M · 2 participants

SARUS LLC

SARUS LLC 401(K) PLAN

$1.1M · 1 participants

FRONTIER ENTERPRISES, LLC

FRONTIER ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN

$1.1M · 3 participants

CAMELOT PORTFOLIOS, LLC

CAMELOT PORTFOLIOS, LLC 401(K) P/S PLAN

$1.1M · 14 participants

JASON D. MARTY, LLC

JASON D. MARTY, LLC CASH BALANCE PLAN

$1.1M · 2 participants