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Original filing (PDF)20251003074208NAL0001125521001
PTM MANAGEMENT CORP.
Form 5500
FILING_RECEIVED
PTM MANAGEMENT CORP. 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
228
Accounts w/ balance
111
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PTM MANAGEMENT CORP..
Plan sponsor
Name
PTM MANAGEMENT CORP.
EIN
11-3620341
Address
94-01 150 ST. · PO BOX 350412 · JAMAICA, NY · 11435
Phone
(718) 558-0808
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CRAIG, FITZSIMMONS & MEYER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
22 direct securities · 1 pooled fund· $16.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.4M
22 holdings
Pooled Separate Account
$7.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VRIAC SEPERATE ACCOUNT D VOYA RETIREMNT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 002 | Pooled Separate Account | — | — | $7.9M | 92.3% | |
| Voya Financial American Funds Growth Fnd R6 | — | — | — | $1.2M | 13.6% | |
| Voya Financial Vangrd Trgt Retire 2030 Fd | — | — | — | $1.1M | 13.1% | |
| Voya Financial American Funds Cap Inc Bld R6 | — | — | — | $841K | 9.8% | |
| Voya Financial American Funds Nw Prspctv R6 | — | — | — | $802K | 9.4% | |
| Voya Financial American Funds Cap Wld G&I R6 | — | — | — | $782K | 9.2% | |
| Voya Financial Vangrd Trgt Retire 2035 Fd | — | — | — | $646K | 7.6% | |
| Voya Financial American Funds EuroPacific R6 12 Voya Financial American Funds Fdmntl Inv R6 | — | — | — | $572K | 6.7% | |
| Voya Financial Vangrd Int-Trm Bd Indx Fd Adm | — | — | — | $564K | 6.6% | |
| Voya Financial Vangrd Trgt Retire Inc Fd 999 Voya Financial Voya Fixed Account 4633 | — | — | — | $497K | 5.8% | |
| Voya Financial Vangrd Trgt Retire 2045 Fd | — | — | — | $416K | 4.9% | |
| Voya Financial American Funds Am Balanced R6 | — | — | — | $398K | 4.7% | |
| Voya Financial MFS Value Fund R6 | — | — | — | $211K | 2.5% | |
| Voya Financial Vangrd Trgt Retire 2050 Fd | — | — | — | $77K | 0.9% | |
| Voya Financial Vangrd Trgt Retire 2040 Fd | — | — | — | $70K | 0.8% | |
| Voya Financial Vangrd Trgt Retire 2025 Fd | — | — | — | $66K | 0.8% | |
| Voya Financial DFA Global Real Est Sec Pt Ins 13 Voya Financial DFA Infl-Prot Sec Port Ins 128 Voya Financial Inv Intl Sm-Md Co Fd R6 | — | — | — | $64K | 0.8% | |
| Voya Financial Vangrd Trgt Retire 2055 Fd | — | — | — | $37K | 0.4% | |
| Voya Financial Vangrd Trgt Retire 2020 Fd | — | — | — | $27K | 0.3% | |
| Voya Financial Vangrd Small-Cap Index Fnd Adm | — | — | — | $20K | 0.2% | |
| Voya Financial Vangrd Mid-Cap Index Fund Adm | — | — | — | $9K | 0.1% | |
| Voya Financial Vangrd Trgt Retire 2060 Fd | — | — | — | $3K | <0.1% | |
| Voya Financial Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $1K | <0.1% |
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