Original filing (PDF)20251229132447NAL0018804081001

CTA MANAGEMENT GROUP

Name: CTA MANAGEMENT GROUP — CTA MANAGEMENT GROUP CBS BENEFIT PLAN, Form 5500 (2024)
Creator: CTA MANAGEMENT GROUP

Form 5500-SF

FILING_RECEIVED

CTA MANAGEMENT GROUP CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$516

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

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

Plan sponsor

Name

CTA MANAGEMENT GROUP

EIN

20-8204473

Address

105 PLANTATION DR · SHELBYVILLE, KY · 40065

Phone

(606) 679-4589

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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