How big is CPT Institute Inc.'s plan?

CPT Institute Inc.'s plan reported $354K in assets and 22 participants for 2025.

Original filing (PDF)20260423220415NAL0002826867033

CPT Institute Inc.

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

Form 5500-SF

FILING_RECEIVED

CPT Institute 401(k) Plan

401(k) retirement plan · CPT Institute Inc.'s CPT Institute 401(k) Plan held $354K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

Plan identifiers

CPT Institute Inc.'s EIN is 55-6708699.

EIN 55-6708699

Plan number 001

Plan year 2025

ACK ID 20260423220415NAL0002826867033

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CPT Institute Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score