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Original filing (PDF)20251014144016NAL0006378130001
CTL GLOBAL, INC.
Form 5500
FILING_RECEIVED
CTL GLOBAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
111
Accounts w/ balance
114
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T Rowe Price Retirement 2030 Fund Mutual Fund NR" is 28% of plan.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CTL GLOBAL, INC..
Plan sponsor
Name
CTL GLOBAL, INC.
EIN
27-1530726
Address
2881 BUSSE RD. · ELK GROVE VILLAGE, IL · 60007
Phone
(708) 223-1166
Industry
Admin Support & Waste Mgmtsee all
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
2025-10-14
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
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Investments
27 direct securities · 1 pooled fund· $6.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.7M
27 holdings
Common Collective Trust
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 Fund Mutual Fund NR | — | — | — | $1.9M | 27.8% | |
| T Rowe Price Retirement 2050 Fund Mutual Fund NR | — | — | — | $766K | 11.4% | |
| Vanguard 500 Index Fund Mutual Fund NR | — | — | — | $613K | 9.1% | |
| T Rowe Price Retirement 2045 Fund Mutual Fund NR | — | — | — | $493K | 7.3% | |
| T Rowe Price Retirement 2055 Fund Mutual Fund NR | — | — | — | $455K | 6.8% | |
| T Rowe Price Retirement 2035 Fund Mutual Fund NR | — | — | — | $409K | 6.1% | |
| T Rowe Price Retirement 2020 Fund Mutual Fund NR | — | — | — | $406K | 6.0% | |
| T Rowe Price Retirement 2010 Fund Mutual Fund NR | — | — | — | $315K | 4.7% | |
| Vanguard Extended Market Index Fund Mutual Fund NR | — | — | — | $252K | 3.8% | |
| T Rowe Price Retirement 2040 Fund Mutual Fund NR | — | — | — | $163K | 2.4% | |
| PIMCO Total Return Fund Mutual Fund NR | — | — | — | $140K | 2.1% | |
| T Rowe Price Retirement 2060 Fund Mutual Fund NR | — | — | — | $139K | 2.1% | |
| Dodge & Cox International Stock Fund Mutual Fund NR | — | — | — | $106K | 1.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund NR | — | — | — | $86K | 1.3% | |
| Various, bearing interest * Participant loans from 4.25%-9.50% - | — | — | — | $86K | 1.3% | |
| T Rowe Price Retirement 2025 Fund Mutual Fund NR | — | — | — | $62K | 0.9% | |
| Columbia Small Cap Value Fund Mutual Fund NR | — | — | — | $53K | 0.8% | |
| DFA Global Real Estate Securities Portfolio Mutual Fund NR | — | — | — | $50K | 0.7% | |
| Invesco Developing Markets Fund Mutual Fund NR | — | — | — | $47K | 0.7% | |
| Vanguard Equity Income Fund Mutual Fund NR | — | — | — | $38K | 0.6% | |
| T Rowe Price Retirement 2015 Fund Mutual Fund NR | — | — | — | $36K | 0.5% | |
| PIMCO Commodity Real Return Strategy Fund Mutual Fund NR | — | — | — | $30K | 0.4% | |
| Fidelity Small Cap Growth Fund Mutual Fund NR | — | — | — | $29K | 0.4% | |
| T Rowe Price Retirement 2065 Fund Mutual Fund NR | — | — | — | $24K | 0.4% | |
| T Rowe Price Retirement Balanced Fund Mutual Fund NR | — | — | — | $23K | 0.3% | |
| T Rowe Price Blue Chip Growth Fund Mutual Fund NR | — | — | — | $19K | 0.3% | |
| BNYM MELLON STABLE VALUE M MELLON STABLE VALUE · EIN 11-3152987 / PN 011 | Common Collective Trust | — | — | $14K | 0.2% | |
| Hartford Strategic Income Fund Mutual Fund NR | — | — | — | $3K | <0.1% |
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