Jennifer Booth signed PT Solutions Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PT Solutions Holdings, LLC's EIN is 20-2092663.
Download the official 2024 Form 5500 (PDF) for PT Solutions Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PT Solutions Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $330K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $825 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL CONSULTING GROUP |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $9.8M | 15.0% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $9.1M | 14.0% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $7.6M | 11.6% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $5.5M | 8.5% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $5.3M | 8.0% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $3.5M | 5.3% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $3.4M | 5.2% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $3.3M | 5.0% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual fund | Other securities | — | — | $2.9M | 4.4% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $2.4M | 3.6% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $2.2M | 3.4% | |
| American Funds Washington Mutual Investors Fund Class R-6 Mutual fund | Mutual Funds | — | — | $1.5M | 2.2% | |
| Fidelity Select Technology Portfolio Mutual fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| T. Rowe Price Health Sciences Fund Mutual fund | Other securities | — | — | $716K | 1.1% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $705K | 1.1% | |
| American Funds New Perspective Fund Class R-6 Mutual fund | Mutual Funds | — | — | $683K | 1.0% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual fund | Other securities | — | — | $591K | 0.9% | |
| Putnam Small Cap Growth Fund Class R6 Mutual fund | Mutual Funds | — | — | $537K | 0.8% | |
| Fidelity Government Money Market Fund Money market fund | Mutual Funds | — | — | $519K | 0.8% | |
| Diamond Hill Select Fund Class I Mutual fund | Other securities | — | — | $500K | 0.8% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $442K | 0.7% | |
| BlackRock Advantage International Fund K Mutual fund | Other securities | — | — | $414K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $381K | 0.6% | |
| Fidelity Total Bond K6 Fund Mutual fund | Mutual Funds | — | — | $326K | 0.5% | |
| Fidelity Telecom and Utilities Fund Mutual fund | Mutual Funds | — | — | $322K | 0.5% | |
| American Funds New World Fund Class R-6 Mutual fund | Mutual Funds | — | — | $260K | 0.4% | |
| Fidelity Select Energy Portfolio Mutual fund | Mutual Funds | — | — | $258K | 0.4% | |
| Royce Small-Cap Opportunity Fund Institutional Class Mutual fund | Other securities | — | — | $247K | 0.4% | |
| American Funds The Bond Fund of America Class R-6 Mutual fund | Mutual Funds | — | — | $224K | 0.3% | |
| Cohen & Steers Institutional Realty Shares Mutual fund | Other securities | — | — | $194K | 0.3% | |
| American Funds Multi-Sector Income Fund Class R-6 Mutual fund | Mutual Funds | — | — | $143K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $130K | 0.2% | |
| American Funds 2070 Target Date Retirement Fund Class R-6 Mutual fund | Mutual Funds | — | — | $90K | 0.1% | |
| Royce Small-Cap Opportunity Fund Institutional Class Mutual fund | Other securities | — | — | $48K | <0.1% | |
| Fidelity Capital & Income Fund Mutual fund | Mutual Funds | — | — | $39K | <0.1% | |
| JPMorgan Short Duration Bond Fund Class R6 Mutual fund | Other securities | — | — | $24K | <0.1% | |
| American Funds 2015 Target Date Retirement Fun Class R-6 Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 62-1657685 |
| — |
| ACCOUNTANT\AUDITOR |
| $27K |
| — |
