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Original filing (PDF)20260130142724NAL0006900657001
CTL AEROSPACE, INC
Form 5500
FILING_RECEIVED
CTL AEROSPACE, INC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.5 mo~75 bps in Sched C fees
Active participants
362
Accounts w/ balance
361
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
90
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.5 months past the 10.5-month grace window.
- 75 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CTL AEROSPACE, INC.
Plan sponsor
Name
CTL AEROSPACE, INC
EIN
31-1082970
Address
5616 SPELLMIRE DRIVE · CINCINNATI, OH · 45246
Phone
(513) 874-7900
Industry
Manufacturingsee all
Plan administrator
Name
CTL AEROSPACE, INC
EIN
31-1082970
City
CINCINNATI, OH
Phone
(513) 874-7900
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-30
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | 31-1448612 | — | ADVISOR | $39K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 31-0800053 | — | AUDITOR | — | — |
Investments
24 direct securities · 1 pooled fund· $9.2M(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
$8.9M
24 holdings
Common Collective Trust
$248K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2035 Mutual Fund | — | — | — | $2.2M | 24.0% | |
| FIDELITY FREEDOM INDEX 2030 Mutual Fund | — | — | — | $1.8M | 20.0% | |
| AMERICAN FUNDS GROWTH FUND OF AMERICA Mutual Fund | — | — | — | $882K | 9.6% | |
| FIDELITY FREEDOM INDEX 2045 Mutual Fund | — | — | — | $726K | 7.9% | |
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $460K | 5.0% | |
| FIDELITY FREEDOM INDEX 2025 Mutual Fund | — | — | — | $427K | 4.6% | |
| FIDELITY FREEDOM INDEX 2050 Mutual Fund | — | — | — | $359K | 3.9% | |
| FIDELITY FREEDOM INDEX 2040 Mutual Fund | — | — | — | $342K | 3.7% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $309K | 3.4% | |
| FIDELITY FREEDOM INDEX 2055 Mutual Fund | — | — | — | $277K | 3.0% | |
| PARTICIPANT NOTES RECEIVABLE Interest 4.25% - 9.50% | — | — | — | $263K | 2.9% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3302271 / PN 026 | Common Collective Trust | — | — | $248K | 2.7% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $171K | 1.9% | |
| FIDELITY FREEDOM INDEX 2060 Mutual Fund | — | — | — | $165K | 1.8% | |
| COLUMBIA DIVIDEND INC Mutual Fund | — | — | — | $109K | 1.2% | |
| MFS INTL DIVERSIFICATION Mutual Fund | — | — | — | $104K | 1.1% | |
| FIDELITY ADVISOR INVESTMENT GRADE BOND Mutual Fund | — | — | — | $95K | 1.0% | |
| FIDELITY FREEDOM INDEX 2065 IPR Mutual Fund | — | — | — | $63K | 0.7% | |
| JPMORGAN INCOME Mutual Fund | — | — | — | $47K | 0.5% | |
| FIDELITY FREEDOM INDEX 2020 Mutual Fund | — | — | — | $30K | 0.3% | |
| FIDELITY ADVISOR CAPITAL & INC Z Mutual Fund | — | — | — | $23K | 0.3% | |
| FIDELITY FREEDOM INDEX 2015 Mutual Fund | — | — | — | $17K | 0.2% | |
| FIDELITY FREEDOM INDEX 2010 Mutual Fund | — | — | — | $14K | 0.1% | |
| FIDELITY FREEDOM INDEX INC IPR Mutual Fund | — | — | — | $3K | <0.1% | |
| FIDELITY FREEDOM INDEX 2070 IPR Mutual Fund | — | — | — | $2K | <0.1% |
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