Plan Snapshot
- Plan Sponsor: Ctl Aerospace, INC
- Sponsor EIN: 311082970
- Sponsor Address: 5616 SPELLMIRE DRIVE, CINCINNATI, OH, 45246
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $9.2M
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 | 362 | $9.2M | $0 | $902,484 |
| 2023 | 374 | $8.0M | $0 | $829,995 |
| 2022 | 303 | $6.7M | $0 | $675,742 |
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 |
|---|---|---|---|---|
| HORAN SECURITIES INC | ADVISOR | $38,732 | — | $38,732 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,399 | — | $30,399 |
| PW PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PW PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,131
- Estimated Expense Ratio: 0.751% 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 |
|---|---|---|---|---|---|
| 2024 | $69,131 | $38,732 | — | — | — |
| 2023 | $63,138 | $32,941 | — | $6,184 | — |
| 2022 | $59,907 | $35,262 | $24,645 | — | — |