Plan Snapshot
- Plan Sponsor: Cts Construction, INC.
- Sponsor EIN: 311391779
- Sponsor Address: 7275 EDINGTON DRIVE, CINCINNATI, OH, 45249
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $7.1M
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 | 175 | $7.1M | $123,292 | $651,692 |
| 2023 | 171 | $6.1M | $118,382 | $635,180 |
| 2022 | 154 | $4.9M | $162,692 | $605,843 |
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 |
|---|---|---|---|---|
| MATTHEW J. SCARR, CPA 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 | $66,761 | $37,222 | — | — | — |
| 2023 | $50,712 | $29,272 | — | — | — |
| 2022 | $43,608 | — | $43,608 | — | — |