How big is CTG, LLC's plan?

CTG, LLC's plan reported $21.0M in assets and 175 participants for 2024.

Original filing (PDF)20251013152407NAL0003450338001

CTG, LLC

Name: CTG, LLC — Cleaning Technologies Group, LLC 401(k), Form 5500 (2024)
Creator: CTG, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cleaning Technologies Group, LLC 401(k) Profit Sharing Retirement Plan

401(k) retirement plan · CTG, LLC's Cleaning Technologies Group, LLC 401(k) Profit Sharing Retirement Plan held $21.0M in plan assets for 175 participants in 2024, with Fidelity as recordkeeper.

Active participants

175

Accounts w/ balance

253

Plan assets (EOY)

$21.0M

Net assets (EOY)

$21.0M

People on this filing

Helene BUSE signed CTG, LLC's 2024 Form 5500 as plan administrator.

Helene BUSE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CTG, LLC's EIN is 20-5572346.

EIN 20-5572346

Plan number 001

Plan year 2024

ACK ID 20251013152407NAL0003450338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CTG, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CTG, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CTG, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (85th percentile).

Plan sponsor

Name

CTG, LLC

EIN

all filings

Address

4933 PROVIDENT DRIVE · CINCINNATI, OH · 45246

Phone

(513) 870-0100

Industry

Manufacturing

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

34 direct securities · 1 pooled fund· $18.4M(87% 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.

Mutual Funds

$14.9M

23 holdings

Common Collective Trusts

$1.9M

4 holdings

Other securities

$1.3M

7 holdings

Common Collective Trust

$268K

1 holding

					% of plan
Fidelity Freedom 2030 Fund—Class K	Mutual Funds	—	—	$3.0M	14.2%
Fidelity Freedom 2035 Fund—Class K	Mutual Funds	—	—	$2.2M	10.6%
Fidelity Large Cap Stock Fund	Mutual Funds	—	—	$1.9M	8.9%
Fidelity Freedom 2025 Fund—Class K	Mutual Funds	—	—	$1.3M	6.3%
Fidelity Freedom 2050 Fund—Class K	Mutual Funds	—	—	$1.1M	5.2%
Fidelity Contrafund—Class K	Mutual Funds	—	—	$1.1M	5.1%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.0M	4.9%
Fidelity Freedom 2055 Fund—Class K	Mutual Funds	—	—	$967K	4.6%
Fidelity Freedom 2045 Fund—Class K	Mutual Funds	—	—	$505K	2.4%
Fidelity Balanced Fund—Class K	Mutual Funds	—	—	$505K	2.4%
Fidelity Freedom 2060 Fund—Class K	Mutual Funds	—	—	$483K	2.3%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$407K	1.9%
U.S. Global Investors U.S. Global Investors Gold and Precious Metals Fund	Other securities	—	—	$370K	1.8%
Wells Fargo Allspring Special Mid Cap Value Fund Class R-6	Other securities	—	—	$368K	1.8%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$351K	1.7%
Fidelity Managed Income Portfolio Class 1	Mutual Funds	—	—	$268K	1.3%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$268K	1.3%
Fidelity Freedom 2015 Fund—Class K	Mutual Funds	—	—	$261K	1.2%
Fidelity Total Bond Fund	Mutual Funds	—	—	$242K	1.2%
participants various dates through October 2029	Other securities	—	—	$212K	1.0%
Neuberger Berman Neuberger Berman Mid Cap Growth Fund Trust Class	Other securities	—	—	$195K	0.9%
American Funds American Funds American Mutual Fund Class R-5	Mutual Funds	—	—	$177K	0.8%
Janus Henderson Janus Henderson Triton Fund Class T	Mutual Funds	—	—	$171K	0.8%
Fidelity Freedom 2060 Fund—Class K	Mutual Funds	—	—	$169K	0.8%
Fidelity Emerging Markets Fund	Mutual Funds	—	—	$165K	0.8%
Fidelity Freedom 2010 Fund—Class K	Mutual Funds	—	—	$164K	0.8%
Fidelity Freedom 2020 Fund—Class K	Mutual Funds	—	—	$132K	0.6%
American Beacon American Beacon Small Cap Value Fund Investor Class	Other securities	—	—	$87K	0.4%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$76K	0.4%
Fidelity Government Cash Reserves	Mutual Funds	—	—	$72K	0.3%
Fidelity International Capital Appreciation Fund	Mutual Funds	—	—	$68K	0.3%
Virtus Duff & Phelps Real Estate Securities Fund Class I	Other securities	—	—	$53K	0.3%
PIMCO Real Return Fund Administrative Class	Mutual Funds	—	—	$23K	0.1%
Eaton Vance Eaton Vance Income Fund of Boston Class A	Other securities	—	—	$23K	0.1%
Fidelity Freedom 2070 Fund—Class K	Mutual Funds	—	—	$3K	<0.1%