Plan Snapshot
- Plan Sponsor: Ctps LLC
- Sponsor EIN: 814763431
- Sponsor Address: 810 HIDDEN CAVE RD, MADISON, WI, 537172756
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $1.1M
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 | 241 | $1.1M | $134,476 | $246,006 |
| 2023 | 247 | $807,973 | $112,817 | $212,106 |
| 2022 | 220 | $504,112 | $64,653 | $165,170 |
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 |
|---|---|---|---|---|
| WEGNER CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS — Auditor
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 | $8,317 | $46 | $7,984 | — | — |
| 2023 | $8,416 | — | $8,416 | — | — |
| 2022 | $3,482 | $50 | $3,432 | — | — |