Plan Ledger DOL Form 5500 · updated monthly

Cti - Clinical Trial Services, Inc.401(k)

CTI CLINICAL TRIAL SERVICES, INC. 401(K) PLAN · COVINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Cti - Clinical Trial Services, Inc. reported $103,514 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,629 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 0.14% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 99th-largest of 871 plans among Kentucky employers on file, and the 1,241st of 11,911 in health care & social assistance. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$85,104,029
Participants with balances719
Active participants621
Employer contributions$2,874,397
Employee contributions$6,163,983
Employer contribution per active participant$4,629
Average account balance$118,364
Benefits paid to participants$12,381,846
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$85.1M · 719 accts · $2.9M emplr
2023$75.4M · 679 accts · $221K emplr
2022$71.7M · 672 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,528
Investment management$34,986
Total administrative$103,514
The Cti - Clinical Trial Services, Inc. 401(k) match · 2024
Employer contribution per active participant$4,629
Median for plans this size$3,635
2024$4,629 per active participant
2023$353 per active participant
2022$5,331 per active participant

Cti - Clinical Trial Services, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$68,528
SOUDERS FINANCIAL ADVISORS LLC · Investment advisory (plan)$34,986

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$103,514 · 0.13%
2023$352 · 0.00%
2022$92,133 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Atria Senior Living, Inc. KY$167.1M · 0.24%
Tj Regional Health Inc. KY$83.2M · 0.38%
One Anesthesia, PLLC KY$76.8M · 0.22%
Hospice of the Bluegrass KY$67.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311670693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.