Brian Smith signed PTM Management Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PTM Management Corp.'s EIN is 11-3620341.
Download the official 2024 Form 5500 (PDF) for PTM Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PTM Management Corp.'s plan includes a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % 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 | Mutual Funds | — | — | $1.2M | 13.6% | |
| Voya Financial Vangrd Trgt Retire 2030 Fd | Other securities | — | — | $1.1M | 13.1% | |
| Voya Financial American Funds Cap Inc Bld R6 | Mutual Funds | — | — | $841K | 9.8% | |
| Voya Financial American Funds Nw Prspctv R6 | Mutual Funds | — | — | $802K | 9.4% | |
| Voya Financial American Funds Cap Wld G&I R6 | Mutual Funds | — | — | $782K | 9.2% | |
| Voya Financial Vangrd Trgt Retire 2035 Fd | Other securities | — | — | $646K | 7.6% | |
| Voya Financial American Funds EuroPacific R6 12 Voya Financial American Funds Fdmntl Inv R6 | Mutual Funds | — | — | $572K | 6.7% | |
| Voya Financial Vangrd Int-Trm Bd Indx Fd Adm | Other securities | — | — | $564K | 6.6% | |
| Voya Financial Vangrd Trgt Retire Inc Fd 999 Voya Financial Voya Fixed Account 4633 | Common Stocks | — | — | $497K | 5.8% | |
| Voya Financial Vangrd Trgt Retire 2045 Fd | Other securities | — | — | $416K | 4.9% | |
| Voya Financial American Funds Am Balanced R6 | Mutual Funds | — | — | $398K | 4.7% | |
| Voya Financial MFS Value Fund R6 | Mutual Funds | — | — | $211K | 2.5% | |
| Voya Financial Vangrd Trgt Retire 2050 Fd | Other securities | — | — | $77K | 0.9% | |
| Voya Financial Vangrd Trgt Retire 2040 Fd | Other securities | — | — | $70K | 0.8% | |
| Voya Financial Vangrd Trgt Retire 2025 Fd | Other securities | — | — | $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 | Mutual Funds | — | — | $64K | 0.8% | |
| Voya Financial Vangrd Trgt Retire 2055 Fd | Other securities | — | — | $37K | 0.4% | |
| Voya Financial Vangrd Trgt Retire 2020 Fd | Other securities | — | — | $27K | 0.3% | |
| Voya Financial Vangrd Small-Cap Index Fnd Adm | Other securities | — | — | $20K | 0.2% | |
| Voya Financial Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $9K | 0.1% | |
| Voya Financial Vangrd Trgt Retire 2060 Fd | Other securities | — | — | $3K | <0.1% | |
| Voya Financial Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
