Ccg Services, Inc. Retirement Savings Plan
Sponsored by Ccg Services, Inc. · EIN 371076260 · Plan #004 · Frisco, TX
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 1,596
- With balances
- 1,265
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $107,904 |
| Sym Financial Corporation | Investment advisory (plan) | $43,886 |