Plan Snapshot
- Plan Sponsor: Ctr Management, INC
- Sponsor EIN: 521635142
- Sponsor Address: 601 EAST PRATT STREET, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $10.6M
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 | 154 | $10.6M | $295,458 | $910,867 |
| 2023 | 153 | $9.6M | $274,791 | $825,207 |
| 2022 | 143 | $7.9M | $190,367 | $768,160 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — 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 | $40,255 | $26,457 | $13,798 | — | — |
| 2023 | $34,323 | $21,044 | $13,279 | — | — |
| 2022 | $31,917 | $19,688 | $12,229 | — | — |