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Original filing (PDF)20260113151353NAL0020616690001
CT MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
CT MANAGEMENT, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
598
Accounts w/ balance
682
Plan assets (EOY)
$48.7M
Net assets (EOY)
$48.7M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CT MANAGEMENT, INC..
Plan sponsor
Name
CT MANAGEMENT, INC.
EIN
26-3310031
Address
3350 N OXFORD ST · CLAREMONT, NC · 28610
Phone
(828) 459-3211
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-01-13
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH LEONARD PLLC | — | HIGH POINT, NC | AUDITOR | $10K | — |
Investments
18 direct securities· $48.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $8.8M | 18.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $8.1M | 16.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $6.9M | 14.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $6.7M | 13.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $4.0M | 8.3% | |
| iShares S&P 500 Index Fund | — | — | — | $3.5M | 7.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $3.1M | 6.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.7M | 3.5% | |
| Notes receivable from participants Interest rates of 4.25% to 9.50% | — | — | — | $1.2M | 2.5% | |
| Empower Annuity Insurance Company Empower Investments Fixed Account | — | — | — | $1.1M | 2.3% | |
| Fidelity Total Bond Fund | — | — | — | $845K | 1.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $824K | 1.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $693K | 1.4% | |
| Fidelity Mid-Cap Index Fund | — | — | — | $484K | 1.0% | |
| Fidelity Small-Cap Index Fund | — | — | — | $389K | 0.8% | |
| MFS International Diversification Fund | — | — | — | $323K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $81K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $37K | <0.1% |
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