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Original filing (PDF)20250718145815NAL0001946081001
COMPUTER TASK GROUP, INC.
Form 5500
FILING_RECEIVED
COMPUTER TASK GROUP, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,045
Accounts w/ balance
2,304
Plan assets (EOY)
$185.0M
Net assets (EOY)
$185.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUTER TASK GROUP, INC..
Plan sponsor
Name
COMPUTER TASK GROUP, INC.
EIN
16-0912632
Address
300 CORPORATE PARKWAY, SUITE 214N · AMHERST, NY · 14226
Phone
(716) 882-8000
Industry
Professional & Technical Servicessee 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
2025-07-18
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$174K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | INVESTMENT ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO LLP | 16-1131146 | — | ACCOUNTANT/AUDITOR | $20K | — |
Investments
26 direct securities · 1 pooled fund· $194.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$185.0M
26 holdings
Common Collective Trust
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund K6 Registered Investment Company | — | — | — | $26.2M | 14.2% | |
| Vanguard Institutional Index Fund Registered Investment Company | — | — | — | $23.4M | 12.7% | |
| JPMorgan Large Cap Growth Class R-6 Registered Investment Company | — | — | — | $20.9M | 11.3% | |
| Fidelity Freedom 2025 Fund K6 Registered Investment Company | — | — | — | $10.3M | 5.6% | |
| MFS Value Fund Class R4 Registered Investment Company | — | — | — | $9.9M | 5.4% | |
| Fidelity Freedom 2035 Fund K6 Registered Investment Company | — | — | — | $9.6M | 5.2% | |
| Fidelity Managed Income Portfolio Class 1 Common Collective Trust | — | — | — | $9.4M | 5.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $9.4M | 5.1% | |
| Fidelity Freedom 2020 Fund K6 Registered Investment Company | — | — | — | $7.3M | 4.0% | |
| Fidelity Freedom 2040 Fund K6 Registered Investment Company | — | — | — | $6.9M | 3.8% | |
| American Century Mid Cap Value I Fund Registered Investment Company | — | — | — | $6.8M | 3.7% | |
| Fidelity Freedom 2015 Fund K6 Registered Investment Company | — | — | — | $6.7M | 3.6% | |
| Prudential Total Return Bond Fund Class Z Registered Investment Company | — | — | — | $6.7M | 3.6% | |
| Fidelity Freedom 2050 Fund K6 Registered Investment Company | — | — | — | $6.2M | 3.4% | |
| Fidelity Freedom 2045 Fund K6 Registered Investment Company | — | — | — | $6.2M | 3.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $5.7M | 3.1% | |
| Fidelity Freedom 2010 Fund K6 Registered Investment Company | — | — | — | $5.2M | 2.8% | |
| Vanguard International Value Fund Investor Shares Registered Investment Company | — | — | — | $3.8M | 2.0% | |
| Fidelity Freedom 2055 Fund K6 Registered Investment Company | — | — | — | $3.3M | 1.8% | |
| John Hancock Venture I Registered Investment Company | — | — | — | $3.1M | 1.7% | |
| American Funds EuroPacific Growth Fund Class R-6 Registered Investment Company | — | — | — | $3.0M | 1.6% | |
| Fidelity Freedom 2060 Fund K6 Registered Investment Company | — | — | — | $1.7M | 0.9% | |
| Notes receivable from participants (with interest rates from 4.25%-9.50%), various maturity dates through 2029 | — | — | — | $1.3M | 0.7% | |
| Fidelity Freedom Income Fund K6 Registered Investment Company | — | — | — | $598K | 0.3% | |
| Fidelity Freedom 2065 Fund K6 Registered Investment Company | — | — | — | $516K | 0.3% | |
| Fidelity Government Money Market Fund Registered Investment Company | — | — | — | $225K | 0.1% | |
| Fidelity Freedom 2070 Fund K6 Registered Investment Company | — | — | — | $2K | <0.1% |