Cti Clinical Trial Services, Inc. 401(k) Plan
Sponsored by Cti Clinical Trial Services, Inc. · EIN 311670693 · Plan #001
- Total assets
- $85.1M
- Net assets
- $85.1M
- Active participants
- 621
- With balances
- 719
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Souders Financial Advisors, Llc CRD 296780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $68,528 |
| Souders Financial Advisors Llc | Investment advisory (plan) | $34,986 |