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Original filing (PDF)20250922125003NAL0004740705001
CTM INTEGRATION, INC.
Form 5500
FILING_RECEIVED
CTM INTEGRATION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
108
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
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)
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
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CTM INTEGRATION, INC..
Plan sponsor
Name
CTM INTEGRATION, INC.
EIN
34-1601485
Address
1318 QUAKER CIRCLE · PO BOX 589 · SALEM, OH · 44460
Phone
(330) 332-1800
Industry
Manufacturingsee 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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
Investments
24 direct securities · 1 pooled fund· $13.3M(96% 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
$12.0M
24 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Ret 2035 Inv T. Rowe Price 0 | — | — | — | $2.6M | 18.8% | |
| T. Rowe Price Ret 2025 Inv T. Rowe Price 0 | — | — | — | $2.6M | 18.8% | |
| T. Rowe Price Ret 2030 Inv T. Rowe Price 0 | — | — | — | $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 | — | — | — | $849K | 6.1% | |
| T. Rowe Price Ret 2060 Inv T. Rowe Price 0 | — | — | — | $800K | 5.8% | |
| T. Rowe Price Ret 2020 Inv T. Rowe Price 0 | — | — | — | $741K | 5.3% | |
| T. Rowe Price Ret 2040 Inv T. Rowe Price 0 | — | — | — | $528K | 3.8% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $492K | 3.5% | |
| T. Rowe Price Ret 2055 Inv T. Rowe Price 0 | — | — | — | $403K | 2.9% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 414 Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $283K | 2.0% | |
| T. Rowe Price Ret 2045 Inv T. Rowe Price 0 | — | — | — | $278K | 2.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $123K | 0.9% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $116K | 0.8% | |
| Schwab Total Stock Market Index Select Schwab 0 | — | — | — | $75K | 0.5% | |
| AB Global Bond Z Alliance Bernstein 0 39 DoubleLine Total Return Bond I DoubleLine 0 | — | — | — | $73K | 0.5% | |
| Nuveen Small Cap Blend Index R6 Nuveen 0 | — | — | — | $64K | 0.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $63K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $30K | 0.2% | |
| DFA Global Real Estate Securities DFA 0 | — | — | — | $23K | 0.2% | |
| American Funds New World R6 American Funds 0 | — | — | — | $17K | 0.1% | |
| T. Rowe Price Retirement Balanced Fd T. Rowe Price 0 | — | — | — | $14K | 0.1% | |
| Dodge & Cox International Stock Fund I Dodge & Cox 0 | — | — | — | $13K | <0.1% | |
| Vanguard Energy Inv Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $3K | <0.1% |
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