How big is CTP Financial, LLC's plan?

CTP Financial, LLC's plan reported $137K in assets and 9 participants for 2024.

Original filing (PDF)20250701124456NAL0012146609004

CTP Financial, LLC

Name: CTP Financial, LLC — CTP Financial, LLC 401(k) Plan, Form 5500 (2024)
Creator: CTP Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CTP Financial, LLC 401(k) Plan

401(k) retirement plan · CTP Financial, LLC's CTP Financial, LLC 401(k) Plan held $137K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

Eric Hoffman signed CTP Financial, LLC's 2024 Form 5500 as plan administrator.

Eric Hoffman — 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

CTP Financial, LLC's EIN is 80-0132630.

EIN 80-0132630

Plan number 001

Plan year 2024

ACK ID 20250701124456NAL0012146609004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CTP Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CTP FINANCIAL, LLC.

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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