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Original filing (PDF)20250718133442NAL0001820193001
CTL/THOMPSON, INC.
Form 5500
FILING_RECEIVED
CTL/THOMPSON, INC. SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
47% employer stock
Active participants
278
Accounts w/ balance
332
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
176 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 47% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CTL/THOMPSON, INC..
Plan sponsor
Name
CTL/THOMPSON, INC.
EIN
84-0609804
Address
7306 S. ALTON WAY · CENTENNIAL, CO · 80112
Phone
(303) 454-3533
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT PLAN CONSULTING | — | DENVER, CO | CONTRACT ADMIN | $700 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
171 direct securities· $21.2M(95% of reported assets)
Uncategorized
$20.3M
169 holdings
Mutual Funds
$866K
1 holding
Common Stocks
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 TRGT Retire R6 | — | — | — | $1.5M | 6.5% | |
| American Funds American Funds 2035 TRGT Retire R6 | — | — | — | $1.2M | 5.4% | |
| American Funds American Funds 2030 TRGT Retire R6 | — | — | — | $954K | 4.3% | |
| American Funds American Funds 2050 TRGT Retire R6 | — | — | — | $910K | 4.1% | |
| Alliance Bernstein AB Global Bond A | Mutual Funds | — | — | $866K | 3.9% | |
| American Funds American Funds 2055 TRGT Retire R6 | — | — | — | $651K | 2.9% | |
| American Funds American Funds 2060 TRGT Retire R6 | — | — | — | $632K | 2.8% | |
| American Funds American Funds 2020 TRGT Retire R6 | — | — | — | $608K | 2.7% | |
| Vanguard 500 Index Admiral | — | — | — | $539K | 2.4% | |
| AMAZON COM INC (AMZN) Common stock | — | — | $155K | $504K | 2.3% | |
| American Funds American Funds 2025 TRGT Retire R6 | — | — | — | $493K | 2.2% | |
| EI Fixed Account Unallocated Insurance Contract | — | — | — | $449K | 2.0% | |
| American Funds American Funds 2045 TRGT Retire R6 | — | — | — | $398K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $398K | 1.8% | |
| MICROSOFT CORP (MSFT) Common stock | — | — | $101K | $359K | 1.6% | |
| Morgan Stanley (1) Money market funds | — | — | $341K | $341K | 1.5% | |
| ALPHABET INC CL A (GOOGL) Common stock | — | — | $35K | $248K | 1.1% | |
| CAPITAL ONE FINANCIAL CORP (COF) Common stock | — | — | $98K | $228K | 1.0% | |
| NVIDIA CORPORATION (NVDA) Common stock | — | — | $26K | $214K | 1.0% | |
| Vanguard Small Cap Index Adm | — | — | — | $214K | 1.0% | |
| META PLATFORMS INC CL A (FB) Common stock | — | — | $33K | $207K | 0.9% | |
| BERKSHIRE HATHAWAY CL-B NEW (BRK'B) Common stock | — | — | $45K | $183K | 0.8% | |
| VISA INC CL A (V) Common stock | — | — | $52K | $176K | 0.8% | |
| APPLIED MATERIALS INC (AMAT) Common stock | — | — | $60K | $158K | 0.7% | |
| JPMorgan(1) JP Morgan Large Cap Value R6 | — | — | — | $151K | 0.7% | |
| Putnam Small Cap Growth Y | — | — | — | $149K | 0.7% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $148K | 0.7% | |
| John Hancock JHancock Bond R6 | — | — | — | $147K | 0.7% | |
| LENNOX INTL INC (LII) Common stock | — | — | $68K | $145K | 0.6% | |
| MARVEL TECHNOLOGY GROUP LTD (MRVL) Common stock | — | — | $71K | $143K | 0.6% | |
| VIATRIS INC (VTRS) Common stock | — | — | $134K | $142K | 0.6% | |
| TEXAS INSTRUMENTS (TXN) Common stock | — | — | $81K | $142K | 0.6% | |
| INTERACTIVE BROKERS GROUP CL A (IBKR) Common stock | — | — | $51K | $132K | 0.6% | |
| APPLE INC (AAPL) Common stock | — | — | $119K | $130K | 0.6% | |
| LPL FINL HLDGS INC COM (LPLA) Common stock | — | — | $67K | $125K | 0.6% | |
| DANAHER CORPORATION (DHR) Common stock | — | — | $124K | $124K | 0.6% | |
| KKR & CO INC CL A (KKR) Common stock | — | — | $77K | $122K | 0.5% | |
| Participant Notes Receivable (1) Participant notes receivable bearing interest - | — | — | — | $120K | 0.5% | |
| MGM RESORTS INTERNATIONAL (MGM) Common stock | — | — | $139K | $119K | 0.5% | |
| INTUIT INC (INTU) Common stock | — | — | $84K | $118K | 0.5% | |
| SERVICENOW INC (NOW) Common stock | — | — | $29K | $116K | 0.5% | |
| WELLS FARGO & CO NEW (WFC) Common stock | — | — | $33K | $114K | 0.5% | |
| BENTLEY SYS INC COM CL B (BSY) Common stock | — | — | $98K | $113K | 0.5% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $111K | 0.5% | |
| BERKLEY W R CORP (WRB) Common stock | — | — | $78K | $106K | 0.5% | |
| COOPER CO INC NEW (COO) Common stock | — | — | $103K | $105K | 0.5% | |
| WATSCO INC (WSO) Common stock | — | — | $68K | $101K | 0.5% | |
| CVS HEALTH CORP COM (CVS) Common stock | — | — | $112K | $97K | 0.4% | |
| U S BANCORP COM NEW (USB) Common stock | — | — | $82K | $97K | 0.4% | |
| HUMANA INC (HUM) Common stock | — | — | $135K | $96K | 0.4% | |
| PROGRESSIVE CORP OHIO (PGR) Common stock | — | — | $82K | $95K | 0.4% | |
| ZURN ELKAY WATER SOLNS CORP (ZWS) Common stock | — | — | $72K | $94K | 0.4% | |
| ASPEN TECHNOLOGY INCE (AZPN) Common stock | — | — | $72K | $93K | 0.4% | |
| THERMO FISHER SCIENTIFIC (TMO) Common stock | — | — | $72K | $92K | 0.4% | |
| JPMorgan(1) Undiscovered Mgrs Behavioral Value A | — | — | — | $88K | 0.4% | |
| MFS Investment Management MFS INTL Diversification R6 | — | — | — | $88K | 0.4% | |
| Parnassus Core Equity - Inst | — | — | — | $86K | 0.4% | |
| JACK HENRY & ASSOC INC (JKHY) Common stock | — | — | $84K | $85K | 0.4% | |
| ROLLINS INC (ROL) Common stock | — | — | $65K | $85K | 0.4% | |
| NORDSON CP (NDSN) Common stock | — | — | $88K | $84K | 0.4% | |
| GALLAGHER ARTHUR J & CO (AJG) Common stock | — | — | $70K | $82K | 0.4% | |
| Macquarie Systematic Em Mkts Eq A | — | — | — | $82K | 0.4% | |
| CHOICE HOTELS INTL INC NEW (CHH) Common stock | — | — | $67K | $80K | 0.4% | |
| Invesco Discovery Mid cap Growth R6 | — | — | — | $79K | 0.4% | |
| SAIA INC (SAIA) Common stock | — | — | $48K | $75K | 0.3% | |
| ACCENTURE PLC IRELAND CL A (ACN) Common stock | — | — | $39K | $75K | 0.3% | |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) Common stock | — | — | $17K | $73K | 0.3% | |
| MARKEL CORP (HOLDING CO) (MKL) Common stock | — | — | $50K | $73K | 0.3% | |
| ALLEGION PUB LTD CO (ALLE) Common stock | — | — | $66K | $73K | 0.3% | |
| TELEDYNE TECH INC (TDY) Common stock | — | — | $68K | $72K | 0.3% | |
| CADENCE DESIGN SYSTEM (CDNS) Common stock | — | — | $37K | $71K | 0.3% | |
| SALESFORCE INC (CRM) Common stock | — | — | $56K | $70K | 0.3% | |
| CHARLES RIVER LABS INTL INC (CRL) Common stock | — | — | $84K | $70K | 0.3% | |
| OWENS CORNING INC (OC) Common stock | — | — | $37K | $70K | 0.3% | |
| TECK RESOURCES LTD (TECK) Common stock | — | — | $50K | $69K | 0.3% | |
| WEST PHARMACEUTICAL SVCS INC (WST) Common stock | — | — | $65K | $68K | 0.3% | |
| CIGNA CORP (CI) Common stock | — | — | $53K | $68K | 0.3% | |
| BRIGHT HORIZONS FAMILY SOLUT (BFAM) Common stock | — | — | $69K | $68K | 0.3% | |
| TERADYNE INC (TER) Common stock | — | — | $58K | $67K | 0.3% | |
| BJS WHSL CLUB HLDING CL-A (BJ) Common stock | — | — | $57K | $67K | 0.3% | |
| UBER TECHNOLOGIES INC (UBER) Common stock | — | — | $53K | $67K | 0.3% | |
| AIRBNB INC CL A (ABNB) Common stock | — | — | $75K | $63K | 0.3% | |
| DYNATRACE INC (DT) Common stock | — | — | $44K | $61K | 0.3% | |
| CHEMED CORPORATION (CHE) Common stock | — | — | $55K | $60K | 0.3% | |
| The Hartford Balanced Income A | — | — | — | $59K | 0.3% | |
| WORKDAY INC CL A (WDAY) Common stock | — | — | $59K | $58K | 0.3% | |
| SITEONE LANDSCAPE SUPPLY INC (SITE) Common stock | — | — | $70K | $57K | 0.3% | |
| EXPONENT INC (EXPO) Common stock | — | — | $60K | $57K | 0.3% | |
| MONOLITHIC PWR SYSTEMS INC (MPWR) Common stock | — | — | $47K | $57K | 0.3% | |
| THOR INDUSTRIES INC (THO) Common stock | — | — | $52K | $56K | 0.3% | |
| CHUBB LTD (CB) Common stock | — | — | $27K | $56K | 0.2% | |
| UNIVERSAL DISPLAY CORP (OLED) Common stock | — | — | $85K | $55K | 0.2% | |
| S&P GLOBAL INC COM (SPGI) Common stock | — | — | $23K | $54K | 0.2% | |
| AON PLC CL A (AON) Common stock | — | — | $22K | $54K | 0.2% | |
| VERISK ANALYTICS INC COM (VRSK) Common stock | — | — | $38K | $53K | 0.2% | |
| WOLTERS KLUWER NV SPON ADR (WTKWY) Common stock | — | — | $16K | $53K | 0.2% | |
| CHIPOTLE MEXICAN GRILL INC COM (CMG) Common stock | — | — | $21K | $53K | 0.2% | |
| SOLVENTUM CORP (SOLV) Common stock | — | — | $50K | $52K | 0.2% | |
| COCA COLA CO (KO) Common stock | — | — | $40K | $52K | 0.2% | |
| PROCTER & GAMBLE (PG) Common stock | — | — | $29K | $52K | 0.2% | |
| RELX PLC SPONSORED ADR (RELX) Common stock | — | — | $24K | $51K | 0.2% | |
| ABB LTD ADR (ABBNY) Common stock | Common Stocks | — | $22K | $51K | 0.2% | |
| VERALTO CORP (VLTO) Common stock | — | — | $41K | $51K | 0.2% | |
| THE SCOTTS MIRACLE-GRO COMPANY (SMG) Common stock | — | — | $82K | $50K | 0.2% | |
| DIAGEO PLC SPON ADR NEW (DEO) Common stock | — | — | $50K | $50K | 0.2% | |
| INTERCONTINENTAL EXCHANGE INC (ICE) Common stock | — | — | $22K | $50K | 0.2% | |
| KLA CORPORATION (KLAC) Common stock | — | — | $53K | $50K | 0.2% | |
| QUEST DIAGNOSTICS INC (DGX) Common stock | — | — | $33K | $48K | 0.2% | |
| FAIR ISAAC & CO INC (FICO) Common stock | — | — | $11K | $47K | 0.2% | |
| AMPHENOL CORP NEW CL A (APH) Common stock | — | — | $25K | $44K | 0.2% | |
| INTUITIVE SURGICAL INC (ISRG) Common stock | — | — | $40K | $44K | 0.2% | |
| UNILEVER PLC (NEW) ADS (UL) Common stock | — | — | $39K | $43K | 0.2% | |
| BOOZ ALLEN HAMILTON HLDG CL-A (BAH) Common stock | — | — | $30K | $42K | 0.2% | |
| UNITEDHEALTH GP INC (UNH) Common stock | — | — | $39K | $41K | 0.2% | |
| ECOLAB INC (ECL) Common stock | — | — | $29K | $41K | 0.2% | |
| TECHTRONIC IND SPONS ADR (TTNDY) Common stock | — | — | $39K | $41K | 0.2% | |
| IQVIA HOLDINGS INC (IQV) Common stock | — | — | $20K | $39K | 0.2% | |
| GE AEROSPACE NEW (GE) Common stock | — | — | $43K | $39K | 0.2% | |
| PTC INC COM (PTC) Common stock | — | — | $17K | $39K | 0.2% | |
| DATADOG INC CL A (DDOG) Common stock | — | — | $34K | $38K | 0.2% | |
| MOTOROLA SOLUTIONS INC (MSI) Common stock | — | — | $10K | $38K | 0.2% | |
| MC DONALDS CORP (MCD) Common stock | — | — | $26K | $38K | 0.2% | |
| MIZUHO FNCL INC SPONS ADR (MFG) Common stock | — | — | $32K | $37K | 0.2% | |
| CHARLES SCHWAB NEW (SCHW) Common stock | — | — | $23K | $37K | 0.2% | |
| American Funds American Funds 2015 TRGT Retire R6 | — | — | — | $37K | 0.2% | |
| ARTRAZENECA PLC ADR (AZN) Common stock | — | — | $44K | $36K | 0.2% | |
| BANK OF AMERICA CORP (BAC) Common stock | — | — | $27K | $36K | 0.2% | |
| AGILENT TECHNOLOGIES (A) Common stock | — | — | $34K | $36K | 0.2% | |
| ADOBE INC (ADBE) Common stock | — | — | $39K | $36K | 0.2% | |
| INDUSTRIA DE DISENO TEXTIL IND (IDEXY) Common stock | — | — | $23K | $34K | 0.2% | |
| COCA-COLA EUROPACIFIC PARTNERS (CCEP) Common stock | — | — | $19K | $33K | 0.1% | |
| NXP SEMICONDUCTORS NV (NXPI) Common stock | — | — | $21K | $32K | 0.1% | |
| ASM INTERNATIONAL NV (ASMIY) Common stock | — | — | $20K | $32K | 0.1% | |
| Tyson Foods INC CL A (TSN) Common stock | — | — | $33K | $31K | 0.1% | |
| CONOCOPHILLIPS (COP) Common stock | — | — | $34K | $31K | 0.1% | |
| AGCO CORP (AGCO) Common stock | — | — | $35K | $30K | 0.1% | |
| FORTIVE CORP (FTV) Common stock | — | — | $26K | $30K | 0.1% | |
| ROCKWELL AUTOMATION INC (ROK) Common stock | — | — | $18K | $29K | 0.1% | |
| ZOETIS INC CLASS-A (ZTS) Common stock | — | — | $13K | $29K | 0.1% | |
| TENCENT HLDGS LTD UNSPON ADR (TCEHY) Common stock | — | — | $20K | $29K | 0.1% | |
| NINTENDO CO LTD ADR NEW (NTDOY) Common stock | — | — | $18K | $26K | 0.1% | |
| LVMH MOET HENNESSY LOUIS VUITT (LVMUY) Common stock | — | — | $23K | $26K | 0.1% | |
| COMPUTERSHARE LTD SPN ADR (CMSQY) Common stock | — | — | $21K | $25K | 0.1% | |
| HDFC BANK LTD ADR (HDB) Common stock | — | — | $20K | $25K | 0.1% | |
| CARRIER GLOBAL CORPORATION (CARR) Common stock | — | — | $25K | $24K | 0.1% | |
| BUREAU VERITAS SA ADR (BVVBY) Common stock | — | — | $24K | $22K | <0.1% | |
| HEXAGON AB ADR (HXGBY) Common stock | — | — | $17K | $22K | <0.1% | |
| IAC INTERACTIVECORP NEW (IAC) Common stock | — | — | $36K | $22K | <0.1% | |
| ARGENX SE ADR (ARGX) Common stock | — | — | $21K | $22K | <0.1% | |
| ESSILORLUXOTTICA ADR (ESLOY) Common stock | — | — | $20K | $21K | <0.1% | |
| FANUC CORPORATION UNSP ADR (FANUY) Common stock | — | — | $23K | $20K | <0.1% | |
| KONE OYJ ADR (KNYJY) Common stock | — | — | $22K | $20K | <0.1% | |
| ASSA ABLOY AB UNSP ADR (ASAZY) Common stock | — | — | $15K | $20K | <0.1% | |
| CORPAY INC (CPAY) Common stock | — | — | $22K | $20K | <0.1% | |
| LEGRAND SA (LGRDY) Common stock | — | — | $22K | $19K | <0.1% | |
| SYSCO CORP (SYY) Common stock | — | — | $20K | $19K | <0.1% | |
| AVERY DENNISON CORPORATION (AVY) Common stock | — | — | $22K | $19K | <0.1% | |
| CARLSBERG AS (CABGY) Common stock | — | — | $30K | $18K | <0.1% | |
| LCI INDS (LCII) Common stock | — | — | $22K | $18K | <0.1% | |
| OLLIES BARGAIN OUTLET HLDG INC (OLLI) Common stock | — | — | $15K | $18K | <0.1% | |
| TRADE DESK INC CLASS A (TTD) Common stock | — | — | $19K | $17K | <0.1% | |
| NIKE INC B (NKE) Common stock | — | — | $34K | $16K | <0.1% | |
| DARLING INGREDIENTS INC (DAR) Common stock | — | — | $31K | $16K | <0.1% | |
| AIA GROUP LTD SPON ADR (AAGIY) Common stock | — | — | $15K | $16K | <0.1% | |
| PIMCO Income INSTL | — | — | — | $14K | <0.1% | |
| BRP INC SUN VTG (DOOO) Common stock | — | — | $19K | $14K | <0.1% | |
| PERNOD RICARD SA ADR (PRNDY) Common stock | — | — | $20K | $13K | <0.1% | |
| WARNER MUSIC GROUP CORP (WMG) Common stock | — | — | $13K | $12K | <0.1% | |
| SHIMANO INC ADR (SMNNY) Common stock | — | — | $16K | $12K | <0.1% | |
| American Century American Century Mid Cap Value A | — | — | — | $10K | <0.1% | |
| BlackRock High Yield Bond Inv A | — | — | — | $2K | <0.1% |
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