Meredith Priestley signed CT Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CT Management, Inc.'s EIN is 26-3310031.
Download the official 2024 Form 5500 (PDF) for CT Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CT Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $65K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $8.8M | 18.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $8.1M | 16.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $6.9M | 14.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $6.7M | 13.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $4.0M | 8.3% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $3.5M | 7.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.1M | 6.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.7M | 3.5% | |
| Notes receivable from participants Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 2.5% | |
| Empower Annuity Insurance Company Empower Investments Fixed Account | Common Stocks | — | — | $1.1M | 2.3% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $845K | 1.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $824K | 1.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $693K | 1.4% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $484K | 1.0% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $389K | 0.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $323K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $81K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $37K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH LEONARD PLLC | — | HIGH POINT, NC | AUDITOR | $10K | — |
