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Original filing (PDF)20251015160814NAL0010215778001
COORDINATED TRANSPORTATION SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CTS, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
318
Accounts w/ balance
219
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COORDINATED TRANSPORTATION SOLUTIONS, INC..
Plan sponsor
Name
COORDINATED TRANSPORTATION SOLUTIONS, INC.
EIN
06-1496806
Address
35 NUTMEG DRIVE, SUITE 120 · TRUMBULL, CT · 06611
Phone
(203) 736-8810
Industry
Transportation & Warehousingsee all
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BAKERTILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 96-6817943 | — | INVEST PROVIDER | $4K | — |
Investments
20 direct securities· $2.5M(100% of reported assets)
Uncategorized
$2.0M
19 holdings
Mutual Funds
$499K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * American Funds American Funds 2035 Target Date Retirement N/R | Mutual Funds | — | — | $499K | 20.0% | |
| Fund - R4 * American Funds American Funds 2030 Target Date Retirement N/R | — | — | — | $412K | 16.5% | |
| Fund - R4 * American Funds American Funds 2025 Target Date Retirement N/R | — | — | — | $260K | 10.4% | |
| Fund - R4 * American Funds American Funds 2040 Target Date Retirement N/R | — | — | — | $212K | 8.5% | |
| Fund - R4 * American Funds American Funds 2045 Target Date Retirement N/R | — | — | — | $207K | 8.3% | |
| Fund - R4 * American Funds American Funds 2050 Target Date Retirement N/R | — | — | — | $207K | 8.3% | |
| Fund - R4 * American Funds American Funds 2060 Target Date Retirement N/R | — | — | — | $165K | 6.6% | |
| Fund - R4 * American Funds American Funds 2055 Target Date Retirement N/R | — | — | — | $154K | 6.2% | |
| Fund - R4 * American Funds The Growth Fund of America Fund - R4 N/R | — | — | — | $149K | 6.0% | |
| American Funds American Funds 2020 Target Date Retirement N/R | — | — | — | $63K | 2.5% | |
| Fund - R4 * American Funds American Funds 2065 Target Date Retirement N/R | — | — | — | $57K | 2.3% | |
| Fund - R4 * American Funds American Funds U.S. Government Money N/R | — | — | — | $30K | 1.2% | |
| Market - R4 * American Funds AMCAP Fund - R4 N/R | — | — | — | $17K | 0.7% | |
| American Funds American Mutual Fund - R4 N/R | — | — | — | $12K | 0.5% | |
| American Funds American Balanced Fund - R4 N/R | — | — | — | $12K | 0.5% | |
| American Funds American Funds New Perspective Fund - R4 N/R | — | — | — | $9K | 0.4% | |
| American Funds Small Cap World Fund - R4 N/R | — | — | — | $8K | 0.3% | |
| American Funds The Investment Company of America - R4 N/R | — | — | — | $8K | 0.3% | |
| American Funds The New Economy Fund - R4 N/R | — | — | — | $8K | 0.3% | |
| American Funds Global World Bond Fund - R4 N/R | — | — | — | $3K | 0.1% |