How big is CTL Financial LLC's plan?

CTL Financial LLC's plan reported $1.4M in assets and 2 participants for 2025.

Original filing (PDF)20260421090652NAL0001271139001

CTL Financial LLC

Name: CTL Financial LLC — CTL Financial 401(k) Plan, Form 5500 (2025)
Creator: CTL Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CTL Financial 401(k) Plan

401(k) retirement plan · CTL Financial LLC's CTL Financial 401(k) Plan held $1.4M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Christian T. Locher signed CTL Financial LLC's 2025 Form 5500 as plan administrator.

Christian T. Locher — 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

CTL Financial LLC's EIN is 26-4338800.

EIN 26-4338800

Plan number 001

Plan year 2025

ACK ID 20260421090652NAL0001271139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CTL Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CTL Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CTL FINANCIAL LLC

EIN

all filings

Address

302 RITCHIE HIGHWAY · SEVERNA PARK, MD · 21146

Phone

(443) 274-6089

Industry

Finance & Insurance

Plan administrator