Plan Snapshot
- Plan Sponsor: Ctm Integration, INC.
- Sponsor EIN: 341601485
- Sponsor Address: 1318 QUAKER CIRCLE, SALEM, OH, 44460
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 108
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 108 | $15.0M | $0 | $0 |
| 2024 | 90 | $13.9M | $729,687 | $584,898 |
| 2023 | 89 | $13.4M | $400,327 | $562,521 |
| 2022 | 102 | $11.9M | $907,066 | $585,474 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $11,565 | — | $11,565 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,565
- Estimated Expense Ratio: 0.077% 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 | $1,922,756 | — | $11,565 | $3,980 | — |
| 2024 | $12,372 | — | $12,372 | — | — |
| 2023 | $20,162 | — | $10,962 | $9,200 | — |
| 2022 | $14,798 | — | $14,798 | — | — |