Plan Snapshot
- Plan Sponsor: Ctl Engineering, INC.
- Sponsor EIN: 310680767
- Sponsor Address: 7400 W. CAMPUS ROAD, SUITE 250, NEW ALBANY, OH, 43054
- Plan Type: DC
- Plan Number: 003
- Total Participants: 331
- Total Assets: $42.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 331 | $42.0M | $0 | $0 |
| 2024 | 289 | $39.5M | $4.0M | $0 |
| 2023 | 180 | $32.6M | $3.6M | $0 |
| 2022 | 188 | $29.6M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | Other Service Provider | $26,900 | — | $26,900 |
| GBQ | Other Service Provider | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,900
- Estimated Expense Ratio: 0.112% 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 |
|---|---|---|---|---|---|
| 2025 | $4,828,831 | — | — | — | — |
| 2024 | $45,554 | — | — | — | — |
| 2023 | $34,595 | — | — | — | — |
| 2022 | $52,632 | — | — | — | — |