Plan Snapshot
- Plan Sponsor: Ctc Global Corporation
- Sponsor EIN: 452787706
- Sponsor Address: 2026 MCGAW AVENUE, IRVINE, CA, 92614
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 348
- Total Assets: $22.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 348 | $22.6M | $0 | $0 |
| 2024 | 295 | $19.0M | $1.1M | $1.7M |
| 2023 | 282 | $15.5M | $918,384 | $1.5M |
| 2022 | 273 | $11.8M | $840,247 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NATIONWIDE | Investment Advisor | $54,258 | — | $54,258 |
| EQUITABLE NETWORK,LLC - JANIE SMITH | Investment Advisor | — | $41,258 | $41,258 |
| IRON FIDUCIARY | Investment Advisor | $15,052 | — | $15,052 |
| THE RYDING COMPANY | Other Service Provider | — | $10,314 | $10,314 |
| NATIONWIDE LIFE INSURANCE COMPANY | Investment Advisor | $8,218 | — | $8,218 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,100
- Estimated Expense Ratio: 0.571% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $2,332,022 | $24,896 | — | — | — |
| 2024 | $27,930 | $27,930 | — | — | — |
| 2023 | $80,762 | — | $80,762 | — | — |
| 2022 | $15,146 | — | $15,146 | — | — |