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Original filing (PDF)20251014172658NAL0003388913001
CTR MANAGEMENT, INC
Form 5500
FILING_RECEIVED
CTR MANAGEMENT, INC 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
154
Accounts w/ balance
126
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CTR MANAGEMENT, INC.
Plan sponsor
Name
CTR MANAGEMENT, INC
EIN
52-1635142
Address
601 EAST PRATT STREET · 6TH FLOOR · BALTIMORE, MD · 21202
Phone
(410) 403-1525
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | NONE | $26K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
Investments
19 direct securities· $10.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index Adm Vanguard 0 | — | — | — | $1.9M | 18.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.7M | 15.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 11.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $979K | 9.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $732K | 6.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $709K | 6.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $660K | 6.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $524K | 4.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $378K | 3.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $369K | 3.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $358K | 3.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $330K | 3.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $290K | 2.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $135K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $125K | 1.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $102K | 1.0% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $84K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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