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Original filing (PDF)20251008102611NAL0005693329001
CCS EARLY LEARNING
Form 5500
FILING_RECEIVED
CCS EARLY LEARNING RETIREMENT PLAN
403(b) retirement plan
Signals · 2
100% in single holding~136 bps in Sched C fees
Active participants
144
Accounts w/ balance
260
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (extraction pending)]" is 100% of plan.
- 136 bps in Schedule C fees — 161% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CCS EARLY LEARNING.
Plan sponsor
Name
CCS EARLY LEARNING
EIN
92-0040291
Address
2060 E. INDUSTRIAL DRIVE · WASILLA, AK · 99654
Phone
(907) 373-7000
Industry
Educational 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
2025-10-08
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
PORTER & ALLISON, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREATWEST LIFE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA GROUP INC | — | DEERFIELD, IL | INVESTMENT ADVISOR | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES | — | SALEM, OR | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP | — | GREENWOOD VILLIAGE, CO | INVST. MANAGEMENT | $2K | — |
Investments
1 pooled fund· $24K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT WEST LIFE INSURANCE EMPOWER RETIREMENT · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $24K | 1.1% |