Robert Kleber signed CTE Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CTE Incorporated's EIN is 20-1452774.
Download the official 2024 Form 5500 (PDF) for CTE Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CTE Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS, LLC | 04-3422848 | — | ADVISOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | TPA | $6K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Growth Oppty Cl I Mutual Fund | Mutual Funds | — | — | $1.8M | 27.1% | |
| METLIFES STABLE VALUE 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $502K | 7.7% | |
| Fidelity Advisor Freedom 2020 Cl I Mutual Fund | Mutual Funds | — | — | $445K | 6.8% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $423K | 6.5% | |
| Fidelity Advisor Freedom 2025 Cl I Mutual Fund | Mutual Funds | — | — | $406K | 6.2% | |
| Fidelity Advisor Freedom 2040 Cl I Mutual Fund | Mutual Funds | — | — | $405K | 6.2% | |
| Fidelity Advisor Freedom 2010 Cl I Mutual Fund | Mutual Funds | — | — | $356K | 5.5% | |
| Fidelity Advisor Freedom Income Cl I Mutual Fund | Mutual Funds | — | — | $215K | 3.3% | |
| Fidelity Advisor Freedom 2055 Cl I Mutual Fund | Mutual Funds | — | — | $209K | 3.2% | |
| Fidelity Advisor Freedom 2030 Cl I Mutual Fund | Mutual Funds | — | — | $198K | 3.0% | |
| Fidelity Advisor Freedom 2060 Cl I Mutual Fund | Mutual Funds | — | — | $179K | 2.7% | |
| Fidelity Advisor Freedom 2035 Cl I Mutual Fund | Mutual Funds | — | — | $148K | 2.3% | |
| Fidelity Advisor Freedom 2015 Cl I Mutual Fund | Mutual Funds | — | — | $139K | 2.1% | |
| Fidelity Advisor Freedom 2050 Cl I Mutual Fund | Mutual Funds | — | — | $124K | 1.9% | |
| Participant Loans Participant Loans - 4.25%-9.50% - | Bonds / Notes | — | — | $122K | 1.9% | |
| Fidelity Advisor Freedom 2045 Cl I Mutual Fund | Mutual Funds | — | — | $106K | 1.6% | |
| Guardian Life Insurance Policy Cash Surrender Value | Cash / Money Market | — | — | $106K | 1.6% | |
| Massmutual Premier Small Cap OPPTY I Mutual Fund | Other securities | — | — | $82K | 1.3% | |
| Allspring Spec Small Cap Value Inst Mutual Fund | Other securities | — | — | $64K | 1.0% | |
| Fidelity Advisor Freedom 2065 Cl I Mutual Fund | Mutual Funds | — | — | $40K | 0.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $30K | 0.5% | |
| MFS Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Fidelity Government Cash Reserves Mutual Fund ** 21 Hartford Intl Opportunities Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
