Aaron Samuels signed C&C FP Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C&C FP Holdings, LLC's EIN is 88-2842146.
Download the official 2024 Form 5500 (PDF) for C&C FP Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C&C FP Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MWG RETIREMENT PLAN SERVICES | 72-1396518 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLEW ADVISORS | 64-0797641 | — | INVESTMENT ADVISOR | $7K | — |
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 Funds 2040 Target Date Retirement R6 13,775.581 shares | Mutual Funds | — | $14K | $283K | 38.4% | |
| American Funds 2030 Target Date Retirement R6 11,244.643 shares | Mutual Funds | — | $11K | $194K | 26.3% | |
| American Funds 2050 Target Date Retirement R6 5,930.805 shares | Mutual Funds | — | $6K | $124K | 16.8% | |
| American Funds 2060 Target Date Retirement R6 4,888.826 shares | Mutual Funds | — | $5K | $88K | 11.9% | |
| American Funds 2020 Target Date Retirement R6 1,904.463 shares | Mutual Funds | — | $2K | $26K | 3.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $10K | $10K | 1.3% | |
| Interest bearing cash 45 Money market fund * Fidelity Government Money Market Fund 5,881.44 shares | Mutual Funds | — | $6K | $6K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
