Plan Snapshot
- Plan Sponsor: Ctos, LLC
- Sponsor EIN: 811853358
- Sponsor Address: 7701 EAST 24 HIGHWAY, KANSAS CITY, MO, 64125
- Plan Type: 401(k)
- Total Participants: 2,397
- Total Assets: $128.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 2,397 | $128.7M | $5.2M | $12.2M |
| 2023 | 2,267 | $104.6M | $5.4M | $11.3M |
| 2022 | 2,018 | $80.5M | $4.4M | $9.7M |
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 |
|---|---|---|---|---|
| BERGANKDV, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $302,192 | $34,994 | — | — | — |
| 2023 | $225,120 | $34,998 | — | — | — |
| 2022 | $175,083 | $34,980 | $140,103 | — | — |