How big is CTC Global Corporation's plan?

CTC Global Corporation's plan reported $19.0M in assets and 295 participants for 2024.

Original filing (PDF)20251015100616NAL0005900784001

CTC Global Corporation

Name: CTC Global Corporation — CTC Global Corporation, Form 5500 (2024)
Creator: CTC Global Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CTC Global Corporation 401(k) Plan

401(k) retirement plan · CTC Global Corporation's CTC Global Corporation 401(k) Plan held $19.0M in plan assets for 295 participants in 2024.

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

295

Accounts w/ balance

209

Plan assets (EOY)

$19.0M

Net assets (EOY)

$19.0M

Plan identifiers

CTC Global Corporation's EIN is 45-2787706.

EIN 45-2787706

Plan number 001

Plan year 2024

ACK ID 20251015100616NAL0005900784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CTC Global Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CTC Global Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CTC GLOBAL CORPORATION.

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How this plan invests

This plan

66 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

CTC GLOBAL CORPORATION

EIN

all filings

Address

2026 MCGAW AVENUE · IRVINE, CA · 92614

Phone

(949) 428-8500

Industry

Management of Companies / Holdings

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

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE ADVISORS, LLC	13-4071393	NEW YORK, NY	SERVICE PROVIDER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
IRON FIDUCIARY	99-9552241	SHAWNEE MISSION, KS	INVESTMENT ADVISORY

Investments

66 direct securities· $19.0M(100% of reported assets)

Mutual Funds

$10.8M

22 holdings

Other securities

$4.4M

31 holdings

Common Collective Trusts

$3.1M

10 holdings

Bonds / Notes

$386K

1 holding

Common Stocks

$237K

1 holding

Agency / Mortgage-Backed

$39K

1 holding

					% of plan
Nuveen Lifecycle Index 2025 R6 Mutual Fund	Mutual Funds	—	—	$2.6M	13.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	7.5%
Putnam Large Cap Growth Fund - Class Y Mutual Fund	Mutual Funds	—	—	$1.4M	7.4%
Nuveen Lifecycle Index 2020 R6 Mutual Fund	Mutual Funds	—	—	$1.2M	6.3%
Nuveen Lifecycle Index 2035 R6 Mutual Fund	Mutual Funds	—	—	$1.2M	6.1%
State Street Balanced Index Fund - Class K Mutual Fund	Common Collective Trusts	—	—	$982K	5.2%
Nationwide Fixed Select Option Fully benefit-responsive investment contract	Other securities	—	—	$849K	4.5%
Nuveen Lifecycle Index 2030 R6 Mutual Fund	Mutual Funds	—	—	$826K	4.4%
BlackRock 80/20 Target Allocation Fund Class Institutional Mutual Fund	Other securities	—	—	$810K	4.3%
Victory Sycamore Established Value Fund Class I Mutual Fund	Other securities	—	—	$776K	4.1%
Nuveen Lifecycle Index 2050 R6 Mutual Fund	Mutual Funds	—	—	$753K	4.0%
Nuveen Lifecycle Index 2045 R6 Mutual Fund	Mutual Funds	—	—	$727K	3.8%
Nuveen Lifecycle Index 2040 R6 Mutual Fund	Mutual Funds	—	—	$674K	3.6%
Artisan International Value Fund Institutional Class Mutual Fund	Other securities	—	—	$490K	2.6%
Nuveen Lifecycle Index 2055 R6 Mutual Fund	Mutual Funds	—	—	$413K	2.2%
Brown Advisory Sustainable Growth Fund - Institutional Shares Mutual Fund	Other securities	—	—	$401K	2.1%
Participant Loans Participant loans, bearing interest ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$386K	2.0%
Nationwide Geneva Small Cap Growth Fund Institutional Service Class Mutual Fund	Other securities	—	—	$333K	1.8%
Nuveen Lifecycle Index 2060 R6 Mutual Fund	Mutual Funds	—	—	$272K	1.4%
Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional Mutual Fund	Common Stocks	—	—	$237K	1.3%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$236K	1.2%
Federated Hermes Institutional High Yield Bond Fund Institutional Shares Mutual Fund	Other securities	—	—	$234K	1.2%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$227K	1.2%
Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$148K	0.8%
Vanguard Windsor Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$110K	0.6%
DFA International Large Cap Growth Portfolio Mutual Fund	Mutual Funds	—	—	$85K	0.4%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$79K	0.4%
BlackRock Strategic Income Opportunities Portfolio Institutional Shares Mutual Fund	Other securities	—	—	$76K	0.4%
Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$71K	0.4%
Fidelity U.S Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$64K	0.3%
Nuveen Lifecycle Index 2065 R6 Mutual Fund	Mutual Funds	—	—	$59K	0.3%
Vanguard Wellesley Income Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$58K	0.3%
Goldman Sachs Small Cap Value Fund Institutional Class Mutual Fund	Other securities	—	—	$50K	0.3%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$41K	0.2%
Baird Core Plus Bond Fund Class Institutional Mutual Fund	Other securities	—	—	$41K	0.2%
Vanguard GNMA Fund Admiral Shares Mutual Fund	Agency / Mortgage-Backed	—	—	$39K	0.2%
Dodge & Cox International Stock Fund Mutual Fund	Mutual Funds	—	—	$35K	0.2%
Goldman Sachs GQG Partners International Opportunities Fund Class R6 Mutual Fund	Other securities	—	—	$35K	0.2%
Goldman Sachs International Small Cap Insights Fund Institutional Class Mutual Fund	Other securities	—	—	$33K	0.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$32K	0.2%
Nationwide Loomis All Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$31K	0.2%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$31K	0.2%
Calvert International Equity Fund - Class I Mutual Fund ** 458 Avantis U.S. Large Cap Value Fund Mutual Fund	Other securities	—	—	$29K	0.2%
Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund	Other securities	—	—	$27K	0.1%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$27K	0.1%
JPMorgan Equity Income Fund Class R5 Mutual Fund	Mutual Funds	—	—	$26K	0.1%
Federated Hermes Short-Intermediate Total Return Bond Fund Inst Mutual Fund	Other securities	—	—	$25K	0.1%
ClearBridge Large Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$24K	0.1%
Nuveen Lifecycle Index Retirement Income Fund - Class R6 Mutual Fund	Mutual Funds	—	—	$22K	0.1%
PGIM Total Return Bond Fund -Class R6 Mutual Fund	Other securities	—	—	$20K	0.1%