Plan Ledger DOL Form 5500 · updated monthly

Ctc Trading Group, LLC401(k)

CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Ctc Trading Group, LLC reported $68,069 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,511 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 212th-largest of 3,702 plans among Illinois employers on file, and the 394th of 4,798 in finance & insurance. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$352,356,967
Participants with balances899
Active participants652
Employer contributions$8,157,203
Employee contributions$16,444,092
Employer contribution per active participant$12,511
Average account balance$391,943
Benefits paid to participants$21,490,413
Plan auditUnmodified (clean) audit opinion
AuditorWARADY & DAVIS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$352.4M · 899 accts · $8.2M emplr
2023$292.1M · 845 accts · $13.2M emplr
2022$225.4M · 739 accts · $10.8M emplr
Administrative expenses, itemized · 2024
Investment management$117,996
Total administrative$68,069
The Ctc Trading Group, LLC 401(k) match · 2024
Employer contribution per active participant$12,511
Median for plans this size$4,294
2024$12,511 per active participant
2023$19,620 per active participant
2022$17,152 per active participant

Ctc Trading Group, LLC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NADLER FINANCIAL GROUP, INC. · Investment advisory (plan)$106,420
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,576
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$68,069 · 0.02%
2023$71,180 · 0.03%
2022$87,294 · 0.04%
Same employer
Similar plansFinance & Insurance · Illinois
Cboe Global Markets, Inc. IL$430.9M · 0.01%
Multiplan, Inc. IL$422.6M · 0.16%
Rli Corp. IL$403.8M · 0.00%
First Trust Portfolios L.P. IL$360.3M · 0.02%
Drw Holdings, LLC IL$309.8M · 0.02%
Trustmark Services Company IL$307.3M · 0.09%
First Busey Corporation IL$268.2M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 273972658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.