What public Form 5500 filings show about the PTC Inc. 401(k) plan — and how to find and check your own account.
PTC Inc. (EIN 04-2866152) reports PTC 401K SAVINGS PLAN on its most recent Form 5500, with $856.0M in plan assets across 2,450 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 PTC Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PTC Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP, UBS FINANCIAL, TRANSAMERICA RETIREMENT SOLUTIONS, NATIONAL FINANCIAL SERVICES.
