How big is CTR Wealth Inc.'s plan?

CTR Wealth Inc.'s plan reported $1.8M in assets and 7 participants for 2025.

Original filing (PDF)20260513132403NAL0015379090001

CTR Wealth Inc.

Name: CTR Wealth Inc. — CTR Wealth Inc. 401(k) Plan, Form 5500 (2025)
Creator: CTR Wealth Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CTR Wealth Inc. 401(k) Plan

401(k) retirement plan · CTR Wealth Inc.'s CTR Wealth Inc. 401(k) Plan held $1.8M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Christopher RAND signed CTR Wealth Inc.'s 2025 Form 5500 as plan administrator.

Christopher RAND — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CTR Wealth Inc.'s EIN is 47-2258154.

EIN 47-2258154

Plan number 001

Plan year 2025

ACK ID 20260513132403NAL0015379090001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CTR Wealth Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CTR Wealth Inc.'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 CTR WEALTH INC..

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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

Knocking points off