Ct Partners Ii, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Ct Partners Ii, LLC
  • Sponsor EIN: 202141578
  • Sponsor Address: 9517 MONROE RD, CHARLOTTE, NC, 28270
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 46
  • Total Assets: $4.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202546$4.7M$0$0
202438$4.7M$74,242$249,859
202335$4.3M$77,908$238,496
202232$3.4M$84,436$278,132

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