Back to filter
Original filing (PDF)20250709050249NAL0012259330001
PERSONAL TRAINING PROFESSIONALS,
Form 5500-SF
FILING_RECEIVED
PERSONAL TRAINING PROFESSIONAL 401(K) PROFIT SHARING PLAN & TRU
401(k) retirement plan
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERSONAL TRAINING PROFESSIONALS,.
Plan sponsor
Name
PERSONAL TRAINING PROFESSIONALS,
EIN
06-1501855
Address
28 VITTI ST · NEW CANAAN, CT · 06840
Phone
(203) 856-8297
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
PEPPER ENVIRONMENTAL SERVICES, INC.
PEPPER ENVIRONMENTAL SERVICES, INC. EMPLOYEE'S PROFIT SHARING PLAN
$1.9M · 7 participants
IONEX RESEARCH CORPORATION
IONEX RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 87 participants
NAUTILUS ENTERTAINMENT DESIGN
NAUTILUS ENTERTAINMENT DESIGN 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 11 participants
SANDLER-INNOCENZI, INC.
SANDLER-INNOCENZI, INC. 401(K) PROFIT SHARING PLAN
$1.9M · 1 participants
HARDING POINT, INC.
HARDING POINT 401(K) PLAN
$1.9M · 22 participants
ATHENA PARTNERS, INC.
ATHENA PARTNERS, INC. 401(K) PLAN
$1.9M · 3 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B