Plan Ledger DOL Form 5500 · updated monthly

Cti, Inc.401(k)

CTI 401(K) SAVINGS PLAN · RILLITO, AZ · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Cti, Inc. reported $46,542 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $1 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 0.68% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 628th-largest of 1,285 plans among Arizona employers on file, and the 1,229th of 2,677 in transportation & warehousing. In 2024, employees put in $2068.58 for every $1.00 the employer contributed; active participation has grown from 315 to 350 since 2022.

Plan summary
Net assets, end of year$8,930,778
Participants with balances395
Active participants350
Employer contributions$517
Employee contributions$1,069,456
Employer contribution per active participant$1
Average account balance$22,610
Benefits paid to participants$1,273,988
Plan auditUnmodified (clean) audit opinion
AuditorROBERTS GROUP CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 395 accts · $517 emplr
2023$8.2M · 439 accts
2022$7.8M · 410 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,108
Investment management$17,434
Total administrative$46,542
The Cti, Inc. 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$1,313

Cti, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$29,108
WORLD INVESTMENT ADVISORS, LLC · Investment advisory (plan)$17,434
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect 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$46,542 · 0.54%
2023$9,508 · 0.12%
2022$51,172 · 0.68%
Similar plansTransportation & Warehousing · Arizona
Flexi-Van Leasing, LLC AZ$13.6M · 0.09%
Avair, LLC AZ$12.5M
Horizon Lines, LLC AZ$9.2M · 0.12%
Pink Jeep Tours, LLC AZ$7.9M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860291476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.