How big is CCP Advisors LLC's plan?

CCP Advisors LLC's plan reported $147K in assets and 1 participants for 2025.

Original filing (PDF)20260430093834NAL0011911937001

CCP Advisors LLC

Name: CCP Advisors LLC — CCP Advisors LLC 401(k) Profit, Form 5500 (2025)
Creator: CCP Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCP Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CCP Advisors LLC's CCP Advisors LLC 401(k) Profit Sharing Plan & Trust held $147K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Edward Rojas signed CCP Advisors LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CCP Advisors LLC's EIN is 84-4165608.

EIN 84-4165608

Plan number 001

Plan year 2025

ACK ID 20260430093834NAL0011911937001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CCP Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CCP Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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