Q4 2025 Quarterly Progress Report

During the fourth quarter of 2025, the Operating Committee of the CT Plan LLC (the “CT Plan”)

During the fourth quarter of 2025, the Operating Committee of the CT Plan LLC (the “CT Plan”) completed the following tasks:

  • Unanimously agreed on and filed a proposed fee schedule with the SEC for the CT Plan
  • Completed the RFP for selecting a new Administrator, received bids from entities applying to be the new Administrator, and had meetings with bidders
  • Tentatively selected DataCT, a subsidiary of DataBP, as the new Administrator (the Operating Committee will engage in negotiation with DataCT to finalize its selection)
  • Completed its second funding of the CT Plan

The Operating Committee continues to meet in the following subcommittee:

  • Market Data Fees and Policies – The Market Data Fees and Policies subcommittee is continuing to meet to begin development of policies applicable to the proposed fee schedule