Plan Snapshot
- Plan Sponsor: Ctl Engineering, INC.
- Sponsor EIN: 310680767
- Sponsor Address: 2860 FISHER ROAD, COLUMBUS, OH, 43204
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $29.3M
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 | 371 | $29.3M | $200,911 | $1.8M |
| 2023 | 226 | $25.1M | $1.1M | $1.6M |
| 2022 | 233 | $22.5M | $151,746 | $1.5M |
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 |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | ADVISOR | $38,432 | — | $38,432 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,581 | — | $37,581 |
| CIUNI & PANICHI,INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART FINANCIAL GROUP INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,013
- Estimated Expense Ratio: 0.259% 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 | $76,013 | $38,432 | — | — | — |
| 2023 | $53,691 | $34,166 | $300 | — | — |
| 2022 | $57,113 | — | — | — | — |