Plan Snapshot
- Plan Sponsor: Cte Incorporated
- Sponsor EIN: 201452774
- Sponsor Address: 450 WESTBURY AVENUE, CARLE PLACE, NY, 11514
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $6.5M
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 | 101 | $6.5M | $425,000 | $128,801 |
| 2023 | 106 | $5.3M | $402,333 | $140,383 |
| 2022 | 100 | $4.2M | $353,359 | $121,329 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $24,279 | $15,596 | — | — | — |
| 2023 | $23,108 | $12,738 | — | — | — |
| 2022 | $21,552 | $12,518 | — | — | $9,034 |