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

> Ctl Engineering, INC.'s 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/everhart-advisors) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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