Cti Iii Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Cti Iii Llc · EIN 472890879 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 72
- With balances
- 117
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Planning Group, Llc CRD 118921 | fuzzy_auto · 94% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Planning Advisor | Recordkeeping, Trustee (institutional), Trustee (directed) | $42,140 |
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $4,560 |
| Morningstar | Recordkeeping, Trustee (institutional), Trustee (directed) | $455 |
| Legg Mason | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Jp Morgan Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Pimco | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| American Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Vanguard | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Blackrock Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Fidelity | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Doubleline Funds Trust | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Hartford Mutual Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Touchstone Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Mfs Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Janus Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Columbia Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Aqr Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Cohen & Steers Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Eaton Vance | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |