Plan Ledger DOL Form 5500 · updated monthly

Ctl Aerospace, Inc.401(k)

CTL AEROSPACE, INC. RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.80%

Ctl Aerospace, Inc. reported $69,131 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,068th of 3,295), and 9,141st of 13,661 in manufacturing. active participation has grown from 303 to 362 since 2022.

Plan summary
Net assets, end of year$9,206,441
Participants with balances361
Active participants362
Employer contributions—
Employee contributions$902,484
Employer contribution per active participant—
Average account balance$25,503
Benefits paid to participants$744,869
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 361 accts
2023$8.0M · 359 accts
2022$6.7M · 281 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,399
Investment management$38,732
Total administrative$69,131
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
HORAN SECURITIES INC · Investment advisory (plan)$38,732
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,399
CLARK, SCHAEFER, HACKETT & CO. · Accounting / auditindirect 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$69,131 · 0.80%
2023$63,138 · 0.86%
2022$59,907 · 0.79%
Same employer
Similar plansManufacturing · Ohio
Gasser Chair Co., Inc. OH$9.3M · 0.04%
General Die Casters, Inc. OH$9.2M · 0.79%
Alliance Automation, LLC OH$9.2M · 0.91%
Greenpoint Metals, Inc. OH$9.1M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311082970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.