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Original filing (PDF)20250814100407NAL0008999011001
CTL ENGINEERING, INC.
Form 5500
FILING_RECEIVED
CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
371
Accounts w/ balance
396
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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 CTL ENGINEERING, INC..
Plan sponsor
Name
CTL ENGINEERING, INC.
EIN
31-0680767
Address
2860 FISHER ROAD · COLUMBUS, OH · 43204
Phone
(614) 276-8123
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI,INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $38K | — |
Investments
29 direct securities · 2 pooled funds· $29.7M(100% of reported assets)
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.
Uncategorized
$29.3M
29 holdings
Common Collective Trust
$360K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund Registered investment company | — | — | — | $6.6M | 22.4% | |
| American Funds 2045 Target Date Retirement Registered investment company | — | — | — | $2.1M | 7.2% | |
| American Funds 2040 Target Date Retirement Registered investment company | — | — | — | $2.1M | 7.0% | |
| American Funds 2035 Target Date Retirement Registered investment company | — | — | — | $2.0M | 6.7% | |
| American Funds 2055 Target Date Retirement Registered investment company | — | — | — | $1.7M | 6.0% | |
| American Funds 2015 Target Date Retirement Registered investment company 744 American Funds 2025 Target Date Retirement Registered investment company | — | — | — | $1.7M | 5.8% | |
| American Funds 2030 Target Date Retirement Registered investment company | — | — | — | $1.7M | 5.8% | |
| Fidelity 500 Index Fund Registered investment company | — | — | — | $1.6M | 5.5% | |
| American Funds Balanced Fund Registered investment company | — | — | — | $1.4M | 4.8% | |
| Vanguard Mid-Cap Growth Index Fund Registered investment company | — | — | — | $1.4M | 4.7% | |
| American Funds 2050 Target Date Retirement Registered investment company | — | — | — | $1.3M | 4.3% | |
| Dodge & Cox Stock Fund Registered investment company | — | — | — | $907K | 3.1% | |
| American Funds 2020 Target Date Retirement Registered investment company | — | — | — | $722K | 2.5% | |
| Vanguard Small-Cap Index Fund Registered investment company | — | — | — | $566K | 1.9% | |
| American Funds New Perspective Registered investment company | — | — | — | $548K | 1.9% | |
| Vanguard Mid-Cap Value Index Fund Registered investment company | — | — | — | $367K | 1.3% | |
| Fidelity Managed Income Portfolio Common/collective trust | — | — | — | $360K | 1.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $360K | 1.2% | |
| Dodge & Cox Income Fund Registered investment company | — | — | — | $331K | 1.1% | |
| American Funds 2060 Target Date Retirement Registered investment company | — | — | — | $330K | 1.1% | |
| Vanguard International Growth Fund Registered investment company | — | — | — | $279K | 0.9% | |
| Fidelity Capital & Income Registered investment company | — | — | — | $263K | 0.9% | |
| Fidelity Low-Priced Stock Fund Registered investment company | — | — | — | $249K | 0.8% | |
| Vanguard Small-Cap Growth Index Fund Registered investment company | — | — | — | $237K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund Registered investment company | — | — | — | $196K | 0.7% | |
| 4.25%-9.50% (cost $0) | — | — | — | $176K | 0.6% | |
| PIMCO Global Bond Fund Registered investment company | — | — | — | $129K | 0.4% | |
| American Funds 2065 Target Date Retirement Registered investment company | — | — | — | $65K | 0.2% | |
| American Funds 2010 Target Date Retirement Registered investment company | — | — | — | $62K | 0.2% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $50K | 0.2% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |