Retirement plan

CCI HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: CROWN CORR, INC. - CCI HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2024) Form 5500
Creator: CROWN CORR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CCI HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, CROWN CORR, INC.

CROWN CORR, INC.EIN 83-2393050Plan #002PY 2024

7100 WEST 21ST AVENUE - GARY, IN 464062406219-949-8080crowncorr.comLinkedIn501-1000 employeesconstruction

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$90.6M

+19.1% from 2023

Total participants

114

-3.4% from 2023

Average account balance

$802,043

+24.3% from 2023

Annual return

18.87%

-2.15 pp from 2023

Benchmarks

See 3,444 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,444 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$90.63M

Not enough data

1 years with asset history on file

Average account balance

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

$802K

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.

113

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$611K

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

+18.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5546

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$627K

$6085 / participant

Other / not subdivided$627K100.0%

% of EOY assets

0.692%

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

$802,043

$80,781+892.9%

$102,437+683.0%

$74,478+976.9%

Participation rate

99.0%

65.7%+33.4pp

74.5%+24.5pp

67.2%+31.8pp

Annual return

18.87%

27.58%-8.7pp

24.95%-6.1pp

1370.56%-1351.7pp

Employer contribution / active EE

$5,936

$3,160+87.9%

$3,871+53.4%

$2,626+126.0%

Participant deferral / active EE

$3,862-100.0%

$5,060-100.0%

$4,350-100.0%

Admin fee / account holder

$5,546

$2,372+133.8%

$8,388-33.9%

$1,946+185.0%

CCI HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CCI HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP 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