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Original filing (PDF)20251015104548NAL0004625761001
CORPORATE TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
CORPORATE TECHNOLOGIES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
52% in single holding
Active participants
183
Accounts w/ balance
213
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
3 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AB US LARGE CAP GROWTH COLLECTIVE T" is 52% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPORATE TECHNOLOGIES LLC.
Plan sponsor
Name
CORPORATE TECHNOLOGIES LLC
EIN
20-2409337
Address
6210 BURY DRIVE · EDEN PRAIRIE, MN · 55346
Phone
(952) 715-3600
Industry
Finance & Insurancesee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | RETAINED BY EMPLOYER | $10K | — |
Investments
1 direct security · 4 pooled funds· $119K(2% 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.
Common Collective Trust
$78K
4 holdings
Uncategorized
$41K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH COLLECTIVE T | — | — | $27K | $41K | 0.6% | |
| AB US LC GR CIT W SERIES P1 GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $41K | 0.6% | |
| BR MSCI ACWI EXUS IDX FEE R GREAT GRAY TRUST · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $22K | 0.3% | |
| BLACKROCK U.S. DEBT INDEX R GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $15K | $16K | 0.2% | |
| PIONEER BOND FUND TRUST CL R1 GREAT GRAY TRUST · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $0 | <0.1% |
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