How big is CT Strategies, LLC's plan?

CT Strategies, LLC's plan reported $707K in assets and 5 participants for 2025.

Original filing (PDF)20260512160445NAL0005644003001

CT Strategies, LLC

Name: CT Strategies, LLC — CT Strategies 401(k) Plan, Form 5500 (2025)
Creator: CT Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CT Strategies 401(k) Plan

401(k) retirement plan · CT Strategies, LLC's CT Strategies 401(k) Plan held $707K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$706K

Plan identifiers

CT Strategies, LLC's EIN is 38-4105424.

EIN 38-4105424

Plan number 001

Plan year 2025

ACK ID 20260512160445NAL0005644003001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CT Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CT Strategies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CT STRATEGIES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CT STRATEGIES, LLC

EIN

all filings

Address

1800 M STREET, N.W., SUITE 540 · WASHINGTON, DC · 20036

Phone

(202) 629-5199

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator