Form 5500 Search

PT Financials Companies, LLC

EIN 82-1273671CHICAGO, IL

PT Financials Companies, LLC (EIN 82-1273671) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $88.3M in plan assets and 354 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
354
Total assets
$88.3M
A PT Financials Companies, LLC employee? See the PT Financials Companies, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 82-1273671

Form 5500 search →
PlanPlan #ParticipantsAssets
Performance Trust Retirement Plan001354$88.3M

Service providers reported by PT Financials Companies, LLC

ROTHSCHILD INVESTMENTCHARLES SCHWAB TRUST BANKALLIANCE PENSION CONSULTANTSCHARLES SCHWAB & CO

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

82-1273671 is the Employer Identification Number (EIN) PT Financials Companies, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?