Plan Snapshot
- Plan Sponsor: Cts Technical Services, INC.
- Sponsor EIN: 133311948
- Sponsor Address: 160 NW GILMAN BLVD, ISSAQUAH, WA, 98027
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $20.7M
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 | 53 | $20.7M | $0 | $900,464 |
| 2023 | 92 | $19.6M | $0 | $1.1M |
| 2022 | 105 | $17.8M | $0 | $931,287 |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S | Auditor | $11,000 | — | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.053% 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 |
|---|---|---|---|---|---|
| 2024 | $19,318 | $55 | — | $11,000 | — |
| 2023 | $18,524 | — | — | $10,400 | — |
| 2022 | $46,142 | — | — | — | — |