Plan Snapshot
- Plan Sponsor: Ctc Trading Group, LLC
- Sponsor EIN: 273972658
- Sponsor Address: 425 S FINANCIAL PLAZA, CHICAGO, IL, 60605
- Plan Type: 401(k)
- Total Participants: 652
- Total Assets: $352.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 652 | $352.4M | $8.2M | $16.4M |
| 2023 | 671 | $292.1M | $13.2M | $14.8M |
| 2022 | 630 | $225.4M | $10.8M | $12.0M |
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 |
|---|---|---|---|---|
| WARADY & DAVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARADY & DAVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $68,069 | $117,996 | $1,200 | — | — |
| 2023 | $71,180 | $72,258 | — | — | — |
| 2022 | $87,294 | $5,257 | — | — | — |