AUMdb

Cts Corporation Retirement Savings Plan

Sponsored by Cts Corporation · EIN 350225010 · Plan #009

Total assets
$160M
Net assets
$160M
Active participants
493
With balances
1,067

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $135,372
Capfinancial Partners Llc Investment advisory (plan) $44,100
Vanguard Advisers Inc. Investment advisory (participants) $36,077