Original filing (PDF)20250424220751NAL0017909202008

CTADVISING, LLC

Name: CTADVISING, LLC — CTADVISING, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CTADVISING, LLC

Form 5500-SF

FILING_RECEIVED

CTADVISING, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CTADVISING, LLC

EIN

84-4841626

Address

700 SMITH ST #61070 SMB#8733 · HOUSTON, TX · 77002

Phone

(866) 441-3579

Industry