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Original filing (PDF)20251014103223NAL0003670896001
CONSUMER TECHNOLOGY ASSOCIATION
Form 5500
FILING_RECEIVED
CONSUMER TECHNOLOGY ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
238
Plan assets (EOY)
$71.6M
Net assets (EOY)
$71.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSUMER TECHNOLOGY ASSOCIATION.
Plan sponsor
Name
CONSUMER TECHNOLOGY ASSOCIATION
EIN
54-1963355
Address
1919 SOUTH EADS ST · ARLINGTON, VA · 22202
Phone
(703) 907-7600
Industry
Other Services (ex. Public Admin)see 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $22K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $71.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$68.7M
29 holdings
Mutual Funds
$3.2M
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $12.3M | 17.2% | |
| Vanguard Gr Index Admiral | — | — | — | $8.6M | 12.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $7.7M | 10.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $6.8M | 9.4% | |
| Vanguard Target Retirement 2055 | — | — | — | $5.0M | 7.0% | |
| T. Rowe Price New Horizons | Mutual Funds | — | — | $3.2M | 4.4% | |
| Vanguard Prime Money Market Admiral | — | — | — | $3.1M | 4.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $2.5M | 3.5% | |
| American Funds Washington Mutual R6 | — | — | — | $2.5M | 3.5% | |
| Vanguard Target Retirement 2025 | — | — | — | $2.3M | 3.2% | |
| Vanguard Small Cap Val Index Admiral | — | — | — | $2.3M | 3.2% | |
| American Funds American Balanced R5 | — | — | — | $2.2M | 3.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.1M | 2.9% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.9M | 2.7% | |
| Pioneer Bd K | — | — | — | $1.7M | 2.4% | |
| Victory Sycamore Est Val R6 | — | — | — | $1.6M | 2.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.5M | 2.0% | |
| Columbia Overseas Value Inst2 | — | — | — | $812K | 1.1% | |
| American Funds New World R6 | — | — | — | $754K | 1.1% | |
| MFS Intl Gr R6 | — | — | — | $738K | 1.0% | |
| Vanguard Target Retirement 2065 | — | — | — | $669K | 0.9% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $367K | 0.5% | |
| Pioneer Strategic Inc Y | — | — | — | $295K | 0.4% | |
| American Funds Hi Inc Tr R6 | — | — | — | $286K | 0.4% | |
| Participant loans - 9.50% | — | — | — | $211K | 0.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $211K | 0.3% | |
| Vanguard Explorer Admiral | — | — | — | $148K | 0.2% | |
| Vanguard Materials Index Admiral | — | — | — | $114K | 0.2% | |
| Vanguard Target Retirement Inc | — | — | — | $38K | <0.1% | |
| Interest Bearing Cash * State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $4K | <0.1% | |
| GALLIARD STABLE RETURN C SEI · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |