Retirement plan

CTC GLOBAL CORPORATION 401(K) PLAN

Name: CTC GLOBAL CORPORATION - CTC GLOBAL CORPORATION 401(K) PLAN (2024) Form 5500
Creator: CTC GLOBAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CTC GLOBAL CORPORATION 401(K) PLAN, CTC GLOBAL CORPORATION

CTC GLOBAL CORPORATIONEIN 45-2787706Plan #001PY 2024

2026 MCGAW AVENUE - IRVINE, CA 92614949-428-8500ctcglobal.comLinkedIn201-500 employeesconsumer goods

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$19M

+22.1% from 2023

Total participants

336

+7.3% from 2023

Average account balance

$90,803

+24.4% from 2023

Annual return

12.88%

-4.78 pp from 2023

Benchmarks

See 262 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort262 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$18.98M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$91K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

209

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

56.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$134

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 7 by compensation

Provider	Service type	Compensation
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 1290 AVENUE OF THE STARS · NEW YORK, NY 10104	Advisory (Participants)	$36,561
IRON-CO-FID-COMPREHENSIVE1 year Filed as: IRON FIDUCIARY Service code 27 · EIN 99-9552241 5440 WEST 110TH STREET · SHAWNEE MISSION, KS 66211	Advisory (Plan)	$14,257
TRUOG-RYDING COMPANY, INC.1 year Filed as: TRUOG-RYDING COMPANY, INC. THE RYDI Service code 17	Pension Consulting	$8,345
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215	Advisory (Participants)	$3,565
NATIONWIDE2 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Advisory (Participants)	$2,484
THE RYDING COMPANY7 years Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 913612797	Pension Consulting	$415
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE NETWORK,LLC - JANIE SMITH Service code 27 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$28K

$95 / participant

Investment mgmt$28K100.0%

% of EOY assets

0.147%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,803

$89,588+1.4%

$135,987-33.2%

$77,714+16.8%

Participation rate

56.9%

74.3%-17.3pp

76.4%-19.5pp

70.6%-13.6pp

Annual return

12.88%

17.42%-4.5pp

580.01%-567.1pp

31.26%-18.4pp

Employer contribution / active EE

$3,600

$3,491+3.1%

$4,214-14.6%

$2,727+32.0%

Participant deferral / active EE

$5,875

$5,591+5.1%

$7,027-16.4%

$4,649+26.4%

Admin fee / account holder

$134

$539-75.2%

$6,716-98.0%

$433-69.2%

Provider

Service type

Compensation

EQUITABLE ADVISORS LLC1 year

Filed as: EQUITABLE ADVISORS, LLC

Service code 26 · EIN 13-4071393

1290 AVENUE OF THE STARS · NEW YORK, NY 10104

Advisory (Participants)

$36,561

IRON-CO-FID-COMPREHENSIVE1 year

Filed as: IRON FIDUCIARY

Service code 27 · EIN 99-9552241

5440 WEST 110TH STREET · SHAWNEE MISSION, KS 66211

Advisory (Plan)

$14,257

TRUOG-RYDING COMPANY, INC.1 year

Filed as: TRUOG-RYDING COMPANY, INC. THE RYDI

Service code 17

Pension Consulting

$8,345

NATIONWIDE1 year

Filed as: NATIONWIDE LIFE INSURANCE CO

Service code 26 · EIN 31-4156830

10 W NATIONWIDE BLVD · COLUMBUS, OH 43215

Advisory (Participants)

$3,565

NATIONWIDE2 years

Service code 26

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Advisory (Participants)

$2,484

THE RYDING COMPANY7 years

Service code 17 · EIN 95-3497679

2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 913612797

Pension Consulting

$415

EQUITABLE ADVISORS LLC2 years

Filed as: EQUITABLE NETWORK,LLC - JANIE SMITH

Service code 27

2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110

Advisory (Plan)

CTC GLOBAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CTC GLOBAL CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion