CTCO Benefit Services, LLC's EIN is 30-0515404.
Download the official 2024 Form 5500 (PDF) for CTCO Benefit Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CTCO Benefit Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY-PLAN | $53K | — |
| MESIROW FINANCIAL, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $2.7M | 11.8% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $2.7M | 11.8% | |
| MFS VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 713 | Pooled Separate Account | — | — | $2.0M | 8.8% | |
| AMERICAN FUNDS 2030 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $1.5M | 6.7% | |
| FRANKLIN GROWTH SERIES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 530 | Pooled Separate Account | — | — | $1.4M | 6.1% | |
| AMERICAN FUNDS 2040 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $1.4M | 6.0% | |
| AMERICAN FUNDS 2025 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $1.2M | 5.2% | |
| AMERICAN FUNDS 2035 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $1.0M | 4.5% | |
| WESTERN ASSET CORE PLUS BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 614 | Pooled Separate Account | — | — | $970K | 4.2% | |
| BLACKROCK GLOBAL ALLOCATION RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 281 | Pooled Separate Account | — | — | $890K | 3.9% | |
| JP Morgan Intrepid Mid Cap --- | Other securities | — | — | $815K | 3.6% | |
| JPMORGAN SMID CAP EQUITY RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 294 | Pooled Separate Account | — | — | $815K | 3.6% | |
| PIONEER STRATEGIC INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 474 | Pooled Separate Account | — | — | $746K | 3.2% | |
| PARAMETRIC INTERNATIONAL EQUITY RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 740 | Pooled Separate Account | — | — | $673K | 2.9% | |
| Transamerica Stable Value Core Option --- | Stable Value | — | — | $593K | 2.6% | |
| JANUS ENTERPRISE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 650 | Pooled Separate Account | — | — | $565K | 2.5% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 665 | Pooled Separate Account | — | — | $491K | 2.1% | |
| AMERICAN FUNDS 2050 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $432K | 1.9% | |
| Eaton Vance Atlanta Capital SMID --- | Other securities | — | — | $368K | 1.6% | |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 638 | Pooled Separate Account | — | — | $368K | 1.6% | |
| AMERICAN FUNDS 2045 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $348K | 1.5% | |
| AMERICAN FUNDS 2055 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $340K | 1.5% | |
| Participant loans, secured by their accounts 5.25% – 10.50% --- | Bonds / Notes | — | — | $323K | 1.4% | |
| DFA U.S. SMALL CAP PORTFOLIO RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 725 | Pooled Separate Account | — | — | $322K | 1.4% | |
| AMERICAN FUNDS 2060 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $303K | 1.3% | |
| GOLDMAN SACHS INTERNATIONAL SMALL C TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 699 | Pooled Separate Account | — | — | $272K | 1.2% | |
| AMERICAN FUNDS CAPITAL WORLD GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 755 | Pooled Separate Account | — | — | $159K | 0.7% | |
| PIMCO INCOME RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 671 | Pooled Separate Account | — | — | $153K | 0.7% | |
| AMERICAN FUNDS 2010 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $80K | 0.4% | |
| AMERICAN FUNDS 2020 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $64K | 0.3% | |
| BNY MELLON INTERNATIONAL STOCK RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 528 | Pooled Separate Account | — | — | $51K | 0.2% | |
| American Funds Target Date Retirement 2065 --- | Mutual Funds | — | — | $6K | <0.1% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 444 | Pooled Separate Account | — | — | $6K | <0.1% | |
| EATON VANCE ATLANTA CAP SMID-CAP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 638 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DREYFUS INTERNATIONAL STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 528 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP | 72-1487108 | — | TPA | $7K | — |
