Original filing (PDF)20251013105231NAL0001144001001

TREVES CTA

Name: TREVES CTA — CTA ACOUSTICS, INC. EMPLOYEES PENSION PLAN, Form 5500 (2024)
Creator: TREVES CTA

Form 5500

FILING_RECEIVED

CTA ACOUSTICS, INC. EMPLOYEES PENSION PLAN

Defined-benefit pension plan

Signals · 1

~122 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREVES CTA.

Plan sponsor

Name

TREVES CTA

EIN

13-4041106

Address

P.O. BOX 448 · 100/200 CTA BOULEVARD · CORBIN, KY · 407020448

Phone

(606) 528-8050

Industry

Manufacturingsee 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

2025-10-13

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

415 GROUP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE CO	01-0233346	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES, INC.	13-2638166	WEEHAWKEN, NJ	INVESTMENT ADVISOR	$5K	—

Trustee

Name	EIN	Location	Relation

Investments

2 pooled funds· $5.2M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000	Pooled Separate Account	$4.0M	74.8%
MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000	Pooled Separate Account	$1.2M	23.2%

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