Retirement plan

CREDIT CAPITAL INVESTMENTS LLC 401(K) PLAN

Name: CREDIT CAPITAL INVESTMENTS, LLC - CREDIT CAPITAL INVESTMENTS LLC 401(K) PLAN (2024) Form 5500
Creator: CREDIT CAPITAL INVESTMENTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CREDIT CAPITAL INVESTMENTS LLC 401(K) PLAN, CREDIT CAPITAL INVESTMENTS, LLC

CREDIT CAPITAL INVESTMENTS, LLCEIN 06-1786117Plan #001PY 2024

354 EISENHOWER PKWY, PLAZA ONE, SUITE 2150 - LIVINGSTON, NJ 07039973-315-3000creditci.comLinkedIn11-50 employeesinvestment management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$4.2M

+16.4% from 2023

Total participants

+20.0% from 2023

Average account balance

$421,448

+16.4% from 2023

Annual return

15.15%

-0.22 pp from 2023

Benchmarks

See 37,126 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,126 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$421K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$85

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J3B2E2H2F3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$846

$121 / participant

Other / not subdivided$846100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$421,448

$201,344+109.3%

$184,243+128.7%

$145,877+188.9%

Participation rate

71.4%

87.5%-16.1pp

86.8%-15.4pp

80.3%-8.9pp

Annual return

15.15%

29.01%-13.9pp

28.82%-13.7pp

551.28%-536.1pp

Employer contribution / active EE

$1,923

$7,022-72.6%

$6,427-70.1%

$4,663-58.8%

Participant deferral / active EE

$4,448

$9,807-54.6%

$9,132-51.3%

$6,691-33.5%

Admin fee / account holder

$85

$16,382-99.5%

$13,914-99.4%

$13,402-99.4%

CREDIT CAPITAL INVESTMENTS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CREDIT CAPITAL INVESTMENTS LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion