Plan Snapshot
- Plan Sponsor: Cti Resource Management, INC.
- Sponsor EIN: 450505032
- Sponsor Address: 4151 WOODCOCK DRIVE, SUITE 100, JACKSONVILLE, FL, 32207
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 167
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2025 | 167 | $5.9M | $0 | $0 |
| 2024 | 95 | $5.9M | $107,842 | $271,207 |
| 2023 | 97 | $5.3M | $110,004 | $257,184 |
| 2022 | 111 | $5.0M | $110,165 | $251,122 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,458,067 | — | $33,200 | — | — |
| 2024 | $51,678 | — | $48,833 | — | — |
| 2023 | $49,981 | — | $41,888 | — | — |
| 2022 | $45,009 | — | $45,009 | — | — |