AUMdb

C.T.I. Pension Plan

Sponsored by C. Thorrez Industries, Inc. · EIN 381866594 · Plan #001

Total assets
$25.0M
Net assets
$25.0M
Active participants
145
With balances
251

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $28,253
Alta Trust Company Investment advisory (plan) $6,651
Charles Schwab Trust Bank Custodial (securities), Float revenue $0