How big is Comptia's plan?

Comptia's plan reported $84.9M in assets and 441 participants for 2024.

Original filing (PDF)20251013082248NAL0001517856001

Comptia

Name: Comptia — Computing Technology Industry Association, Form 5500 (2024)
Creator: Comptia
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Computing Technology Industry Association, Inc. 401(k) Plan

401(k) retirement plan · Comptia's Computing Technology Industry Association, Inc. 401(k) Plan held $84.9M in plan assets for 441 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

441

Accounts w/ balance

544

Plan assets (EOY)

$84.9M

Net assets (EOY)

$84.9M

People on this filing

Mike Miles signed Comptia's 2024 Form 5500 as plan administrator.

Mike Miles — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Comptia's EIN is 06-1058206.

EIN 06-1058206

Plan number 001

Plan year 2024

ACK ID 20251013082248NAL0001517856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Comptia from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Comptia's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPTIA.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (100th percentile).

Plan sponsor

Name

COMPTIA

EIN

all filings

Address

1 MID AMERICA PLAZA · SUITE 300 · OAKBROOK TERRACE, IL · 601814703

Phone

(630) 234-5629

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$79K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$26K	—

Investments

34 direct securities· $84.9M(100% of reported assets)

Mutual Funds

$59.0M

25 holdings

Common Collective Trusts

$22.5M

5 holdings

Other securities

$3.4M

3 holdings

Self-Directed Brokerage

$60K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$15.0M	17.7%
Fidelity Investments Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$7.9M	9.3%
Fidelity Investments Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$6.4M	7.6%
Fidelity Investments Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$6.0M	7.1%
Fidelity Investments Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$5.9M	6.9%
Fidelity Investments Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$5.2M	6.2%
Janus Capital Group, Inc. Janus Advisor Forty Fund	Mutual Funds	—	—	$4.6M	5.4%
Money Market Funds * Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$4.3M	5.1%
Fidelity Investments Fidelity Balanced Fund	Mutual Funds	—	—	$4.1M	4.8%
Fidelity Investments Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$3.0M	3.5%
Fidelity Investments Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$2.9M	3.4%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$2.6M	3.0%
Columbia Management Columbia Select Mid Cap Value Fund	Other securities	—	—	$2.4M	2.8%
Fidelity Investments Thornburg International Value Fund	Mutual Funds	—	—	$1.7M	2.1%
Fidelity Investments Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$1.5M	1.8%
PIMCO Investments PIMCO Total Return Fund	Mutual Funds	—	—	$1.3M	1.5%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$1.3M	1.5%
Fidelity Investments Fidelity Capital & Income Fund	Mutual Funds	—	—	$1.2M	1.4%
Janus Capital Group, Inc. Janus Triton Fund	Mutual Funds	—	—	$1.0M	1.2%
Vanguard MidCap Growth Index	Mutual Funds	—	—	$988K	1.2%
Fidelity Investments Fidelity Government Income Fund	Mutual Funds	—	—	$908K	1.1%
Fidelity Investments Fidelity Emerging Markets Fund	Mutual Funds	—	—	$886K	1.0%
maturities through March 2033)	Other securities	—	—	$847K	1.0%
Fidelity Investments Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$742K	0.9%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$642K	0.8%
Fidelity Investments Fidelity Floating Rate High Income Fund	Mutual Funds	—	—	$342K	0.4%
Fidelity Investments Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$289K	0.3%
American Century Investments American Century Real Estate Fund	Mutual Funds	—	—	$286K	0.3%
Fidelity Investments Fidelity Freedom Income Fund	Mutual Funds	—	—	$207K	0.2%
Fidelity Investments Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$199K	0.2%
American Century Investments American Century Inflation-Adjusted Bond Fund	Other securities	—	—	$163K	0.2%
Brokerage Link Brokerage Link	Self-Directed Brokerage	—	—	$60K	<0.1%
Fidelity Investments Fidelity Freedom 2010 Fund	Mutual Funds	—	—	$33K	<0.1%
Fidelity Investments Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$14K	<0.1%