How big is CTM Financial Services' plan?

CTM Financial Services' plan reported $6.5M in assets and 3 participants for 2024.

Original filing (PDF)20251013155031NAL0002360528001

CTM Financial Services

Name: CTM Financial Services — CTM Financial Services, Form 5500 (2024)
Creator: CTM Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CTM Financial Services 401(k) Profit Sharing Plan

401(k) retirement plan · CTM Financial Services' CTM Financial Services 401(k) Profit Sharing Plan held $6.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Cornelius T. McDonald, III signed CTM Financial Services' 2024 Form 5500 as plan administrator.

Cornelius T. McDonald, III — 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

CTM Financial Services' EIN is 58-2517171.

EIN 58-2517171

Plan number 001

Plan year 2024

ACK ID 20251013155031NAL0002360528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CTM Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CTM Financial Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CTM FINANCIAL SERVICES.

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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