What public Form 5500 filings show about the CTM Advisors, Ltd. DBA CTM CPAS & Business Advisors 401(k) plan — and how to find and check your own account.
CTM Advisors, Ltd. DBA CTM CPAS & Business Advisors (EIN 36-2787513) reports CTM CPAS & BUSINESS ADVISORS SALARY REDUCTION PLAN & TRUST on its most recent Form 5500, with $8.9M in plan assets across 40 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CTM Advisors, Ltd. DBA CTM CPAS & Business Advisors filing — schedules, fees, and providers.
CTM Advisors, Ltd. DBA CTM CPAS & Business Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CTM Advisors, Ltd. DBA CTM CPAS & Business AdvisorsHR for the recordkeeper’s name and login.
