Plan profile · 2023
CTI III LLC
CTI III LLC 401(K) PROFIT SHARING PLAN AND TRUST · –
Sponsor contact
Address1720 PRAIRIE CITY RD STE 120, FOLSOM
State / ZIPCA 956304044
Phone9165207681
EIN / Plan #472890879 / 001
Plan health
Assets (EOY)$7M
Participants116
Avg balance$61k
Employer contrib$564k
Distributions$128k
Red flags
Delinquent contribs$237k
Fidelity bond$449k
Bond adequate?⚠ NO
AuditorMAH & ASSOCIATES, LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| CAPITAL PLANNING ADVISOR | – | $36k |
| T. ROWE PRICE RPS, INC. | 521309931 | $3k |
| MORNINGSTAR | – | $230 |
| PIMCO | 330629048 | $0 |
| WESTERN ASSET | – | $0 |
| VANGUARD | 231945930 | $0 |
| ISHARES | – | $0 |
| FIDELITY | 042647786 | $0 |
| DOUBLELINE SHILLER | – | $0 |
| HARTFORD | 133317783 | $0 |
| TOUCHSTONE | 310487145 | $0 |
| MFS | 042747644 | $0 |
| JANUS HENDERSON | 431804048 | $0 |
| COLUMBIA | 930577450 | $0 |
| AQR LARGE | – | $0 |
| COHEN & STEERS GLOBAL R | 141904657 | $0 |
| PARAMETRIC INTERNATIONAL | – | $0 |
| EATON VANCE | 042718215 | $0 |