What public Form 5500 filings show about the Charles A. GRAF DBA PTAS 401(k) plan — and how to find and check your own account.
Charles A. GRAF DBA PTAS (EIN 13-4296787) reports PTAS 401K PLAN on its most recent Form 5500, with $135K in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Charles A. GRAF DBA PTAS filing — schedules, fees, and providers.
Charles A. GRAF DBA PTAS’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Charles A. GRAF DBA PTASHR for the recordkeeper’s name and login.
