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Original filing (PDF)20251015100616NAL0005900784001
CTC GLOBAL CORPORATION
Form 5500
FILING_RECEIVED
CTC GLOBAL CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
295
Accounts w/ balance
209
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
67 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CTC GLOBAL CORPORATION.
Plan sponsor
Name
CTC GLOBAL CORPORATION
EIN
45-2787706
Address
2026 MCGAW AVENUE · IRVINE, CA · 92614
Phone
(949) 428-8500
Industry
Management of Companies / Holdingssee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | SHAWNEE MISSION, KS | INVESTMENT ADVISORY | $14K | — |
| NATIONWIDE LIFE INSURANCE CO | 31-4156830 | COLUMBUS, OH | INVESTMENT ADVISORY | $4K | — |
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
| EQUITABLE NETWORK,LLC - JANIE SMITH | — | HARRISBURG, PA | INVESTMENT ADVISORY | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | WESTLAKE VILLAGE, CA | THIRD PARTY SERVICE | $415 | — |
| EQUITABLE ADVISORS, LLC | 13-4071393 | NEW YORK, NY | SERVICE PROVIDER | $0 | — |
Investments
66 direct securities· $19.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 R6 Mutual Fund | — | — | — | $2.6M | 13.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.4M | 7.5% | |
| Putnam Large Cap Growth Fund - Class Y Mutual Fund | — | — | — | $1.4M | 7.4% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund | — | — | — | $1.2M | 6.3% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | — | — | — | $1.2M | 6.1% | |
| State Street Balanced Index Fund - Class K Mutual Fund | — | — | — | $982K | 5.2% | |
| Nationwide Fixed Select Option Fully benefit-responsive investment contract | — | — | — | $849K | 4.5% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | — | — | — | $826K | 4.4% | |
| BlackRock 80/20 Target Allocation Fund Class Institutional Mutual Fund | — | — | — | $810K | 4.3% | |
| Victory Sycamore Established Value Fund Class I Mutual Fund | — | — | — | $776K | 4.1% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | — | — | — | $753K | 4.0% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | — | — | — | $727K | 3.8% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | — | — | — | $674K | 3.6% | |
| Artisan International Value Fund Institutional Class Mutual Fund | — | — | — | $490K | 2.6% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | — | — | — | $413K | 2.2% | |
| Brown Advisory Sustainable Growth Fund - Institutional Shares Mutual Fund | — | — | — | $401K | 2.1% | |
| Participant Loans Participant loans, bearing interest ranging from 4.25% to 9.50% | — | — | — | $386K | 2.0% | |
| Nationwide Geneva Small Cap Growth Fund Institutional Service Class Mutual Fund | — | — | — | $333K | 1.8% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | — | — | — | $272K | 1.4% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional Mutual Fund | — | — | — | $237K | 1.3% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $236K | 1.2% | |
| Federated Hermes Institutional High Yield Bond Fund Institutional Shares Mutual Fund | — | — | — | $234K | 1.2% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $227K | 1.2% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $148K | 0.8% | |
| Vanguard Windsor Fund Admiral Shares Mutual Fund | — | — | — | $110K | 0.6% | |
| DFA International Large Cap Growth Portfolio Mutual Fund | — | — | — | $85K | 0.4% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $79K | 0.4% | |
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares Mutual Fund | — | — | — | $76K | 0.4% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $71K | 0.4% | |
| Fidelity U.S Bond Index Fund Mutual Fund | — | — | — | $64K | 0.3% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund | — | — | — | $59K | 0.3% | |
| Vanguard Wellesley Income Fund Admiral Shares Mutual Fund | — | — | — | $58K | 0.3% | |
| Goldman Sachs Small Cap Value Fund Institutional Class Mutual Fund | — | — | — | $50K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $41K | 0.2% | |
| Baird Core Plus Bond Fund Class Institutional Mutual Fund | — | — | — | $41K | 0.2% | |
| Vanguard GNMA Fund Admiral Shares Mutual Fund | — | — | — | $39K | 0.2% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $35K | 0.2% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 Mutual Fund | — | — | — | $35K | 0.2% | |
| Goldman Sachs International Small Cap Insights Fund Institutional Class Mutual Fund | — | — | — | $33K | 0.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $32K | 0.2% | |
| Nationwide Loomis All Cap Growth Fund Class R6 Mutual Fund | — | — | — | $31K | 0.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $31K | 0.2% | |
| Calvert International Equity Fund - Class I Mutual Fund ** 458 Avantis U.S. Large Cap Value Fund Mutual Fund | — | — | — | $29K | 0.2% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | — | — | — | $27K | 0.1% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $27K | 0.1% | |
| JPMorgan Equity Income Fund Class R5 Mutual Fund | — | — | — | $26K | 0.1% | |
| Federated Hermes Short-Intermediate Total Return Bond Fund Inst Mutual Fund | — | — | — | $25K | 0.1% | |
| ClearBridge Large Cap Growth Fund Class I Mutual Fund | — | — | — | $24K | 0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund - Class R6 Mutual Fund | — | — | — | $22K | 0.1% | |
| PGIM Total Return Bond Fund -Class R6 Mutual Fund | — | — | — | $20K | 0.1% | |
| BlackRock High Yield Bond Portfolio K Mutual Fund | — | — | — | $19K | <0.1% | |
| Nuveen Lifecycle Index 2015 R6 Mutual Fund | — | — | — | $16K | <0.1% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $16K | <0.1% | |
| Diamond Hill Mid Cap Fund Class I Mutual Fund | — | — | — | $15K | <0.1% | |
| Principal Global Real Estate Securities Fund Class R6 Mutual Fund | — | — | — | $15K | <0.1% | |
| Legal & General Commodity Strategy Fund - Institutional Shares Mutual Fund | — | — | — | $13K | <0.1% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $13K | <0.1% | |
| Impax Sustainable Allocation Fund Class Institutional Mutual Fund | — | — | — | $10K | <0.1% | |
| BlackRock Total Return Fund Class K Shares Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $8K | <0.1% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class Mutual Fund | — | — | — | $8K | <0.1% | |
| Principal MidCap Fund Class R6 Mutual Fund | — | — | — | $8K | <0.1% | |
| AB Global Bond Fund Class Z Mutual Fund | — | — | — | $8K | <0.1% | |
| Lazard International Strategic Equity Portfolio Institutional Shares Mutual Fund | — | — | — | $3K | <0.1% | |
| Columbia Convertible Securities Inst2 Mutual Fund | — | — | — | $3K | <0.1% | |
| Federated Hermes Government Obligations Fund Premier Shares Mutual Fund | — | — | — | $1K | <0.1% |