Original filing (PDF)20251013095455NAL0000443907001

CTI - CLINICAL TRIAL SERVICES, INC.

Name: CTI - CLINICAL TRIAL SERVICES, INC. — CTI CLINICAL TRIAL SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CTI - CLINICAL TRIAL SERVICES, INC.

Form 5500

FILING_RECEIVED

CTI CLINICAL TRIAL SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

92% in single holding

Active participants

621

Accounts w/ balance

719

Plan assets (EOY)

$85.1M

Net assets (EOY)

$85.1M

How this plan invests

This plan

1 pooled trust

Schedule D

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CTI - CLINICAL TRIAL SERVICES, INC..

Plan sponsor

Name

CTI - CLINICAL TRIAL SERVICES, INC.

EIN

31-1670693

Address

100 E RIVERCENTER BLVD · COVINGTON, KY · 41011

Phone

(513) 598-9290

Industry

Outpatient Care Centers· Health Care & Social Assistancesee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$69K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SOUDERS FINANCIAL ADVISORS LLC	82-4516448	—	ADVISOR	$35K	—

Investments

3 direct securities · 1 pooled fund· $4.4M(5% 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.

Common Collective Trust

$2.2M

1 holding

OTHER

$2.0M

1 holding

Uncategorized

$188K

2 holdings