Thomas C Rumsey signed CTM Integration, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CTM Integration, Inc.'s EIN is 34-1601485.
Download the official 2024 Form 5500 (PDF) for CTM Integration, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CTM Integration, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Ret 2035 Inv T. Rowe Price 0 | Other securities | — | — | $2.6M | 18.8% | |
| T. Rowe Price Ret 2025 Inv T. Rowe Price 0 | Other securities | — | — | $2.6M | 18.8% | |
| T. Rowe Price Ret 2030 Inv T. Rowe Price 0 | Other securities | — | — | $1.8M | 12.7% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.3M | 9.4% | |
| T. Rowe Price Ret 2050 Inv T. Rowe Price 0 | Other securities | — | — | $849K | 6.1% | |
| T. Rowe Price Ret 2060 Inv T. Rowe Price 0 | Other securities | — | — | $800K | 5.8% | |
| T. Rowe Price Ret 2020 Inv T. Rowe Price 0 | Other securities | — | — | $741K | 5.3% | |
| T. Rowe Price Ret 2040 Inv T. Rowe Price 0 | Other securities | — | — | $528K | 3.8% | |
| PIMCO Income Instl PIMCO 0 | Mutual Funds | — | — | $492K | 3.5% | |
| T. Rowe Price Ret 2055 Inv T. Rowe Price 0 | Other securities | — | — | $403K | 2.9% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 414 Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | Mutual Funds | — | — | $283K | 2.0% | |
| T. Rowe Price Ret 2045 Inv T. Rowe Price 0 | Other securities | — | — | $278K | 2.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $123K | 0.9% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | Mutual Funds | — | — | $116K | 0.8% | |
| Schwab Total Stock Market Index Select Schwab 0 | Common Collective Trusts | — | — | $75K | 0.5% | |
| AB Global Bond Z Alliance Bernstein 0 39 DoubleLine Total Return Bond I DoubleLine 0 | Other securities | — | — | $73K | 0.5% | |
| Nuveen Small Cap Blend Index R6 Nuveen 0 | Mutual Funds | — | — | $64K | 0.5% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $63K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | Mutual Funds | — | — | $30K | 0.2% | |
| DFA Global Real Estate Securities DFA 0 | Mutual Funds | — | — | $23K | 0.2% | |
| American Funds New World R6 American Funds 0 | Mutual Funds | — | — | $17K | 0.1% | |
| T. Rowe Price Retirement Balanced Fd T. Rowe Price 0 | Other securities | — | — | $14K | 0.1% | |
| Dodge & Cox International Stock Fund I Dodge & Cox 0 | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Energy Inv Vanguard 0 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
