# Ctl Aerospace, INC 401(k) Plan
Source: https://planprovider.pro/companies/ctl-aerospace-inc-401k-plan

> Ctl Aerospace, INC&#39;s 401(k) plan: 362 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PW PARTNERS LLC](https://planprovider.pro/provider/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|—|—|

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