Original filing (PDF)20250331141438NAL0009125808001

CCVV LLC

Name: CCVV LLC — CCVV LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: CCVV LLC

Form 5500-SF

FILING_RECEIVED

CCVV LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 CCVV LLC.

Plan sponsor

Name

CCVV LLC

EIN

87-3589849

Address

350 S GRAND AVENUE · #2000 · LOS ANGELES, CA · 90071

Phone

(310) 595-4250

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-31

Pension benefit codes

2E · Profit-sharing

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ELEFANTE FINANCIAL SERVICES

ELEFANTE FINANCIAL SERVICES 401(K) P/S PLAN

$2.0M · 4 participants

CONTINUUM WEALTH ADVISORS, LLC

CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$2.0M · 4 participants

PECK ENTERPRISES, INC.

PECK ENTERPRISES 401(K) PLAN

$2.0M · 2 participants

SHANNON STEENSMA

SHANNON STEENSMA 401(K) PLAN

$2.0M · 4 participants

DISCIPLINED INVESTORS, LLC

DISCIPLINED INVESTORS 401(K) PROFIT SHARING PLAN