CTI III LLC 401(K) PROFIT SHARING PLAN AND TRUST · FOLSOM, CA · plan year 2024
Reported admin expense ratio · 2024
0.61%
Peer grade: B+· admin costs + employer contributions vs same-size plans · how grading works
Cti III LLC reported $47,155 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $5,652 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 1 year on file its reported administrative ratio fell from 0.69% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,929th of 9,483), and 8,559th of 11,654 in professional & technical services. In 2024, employees put in $1.97 for every $1.00 the employer contributed.
Plan summary
Net assets, end of year$8,332,823
Participants with balances117
Active participants72
Employer contributions$406,967
Employee contributions$802,855
Employer contribution per active participant$5,652
Average account balance$71,221
Benefits paid to participants$1,033,586
Plan auditUnmodified (clean) audit opinion
AuditorMAH & ASSOCIATES, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$8.3M · 117 accts · $407K emplr
2023$7.1M · 149 accts · $564K emplr
The Cti III LLC 401(k) match · 2024
Employer contribution per active participant$5,652
Median for plans this size$1,313
2024$5,652 per active participant
2023$4,860 per active participant
Cti III LLC's 2024 employer contribution ran above the $1,313 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 · 202412
CAPITAL PLANNING ADVISOR · Recordkeeping · Trustee$42,140
2023AQR LARGE, CAPITAL PLANNING ADVISOR, COHEN & STEERS GLOBAL R, COLUMBIA, DOUBLELINE SHILLER, EATON VANCE, Fidelity, HARTFORD, ISHARES, JANUS HENDERSON, MFS, MORNINGSTAR, PARAMETRIC INTERNATIONAL, PIMCO, T. Rowe Price, TOUCHSTONE, Vanguard, WESTERN ASSET
This plan has changed recordkeepers within these filings. If you left Cti III LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Source: U.S. Department of Labor, Form 5500 series, EIN 472890879 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.