How big is PTR Group's plan?

PTR Group's plan reported $3.5M in assets and 150 participants for 2024.

Original filing (PDF)20251014090553NAL0002467665001

PTR Group

Name: PTR Group — PTR Group 401(k) Plan, Form 5500 (2024)
Creator: PTR Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTR Group 401(k) Plan

401(k) retirement plan · PTR Group's PTR Group 401(k) Plan held $3.5M in plan assets for 150 participants in 2024.

Signals · 1

No auditor on file

Active participants

150

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

PTR Group's EIN is 20-3067226.

EIN 20-3067226

Plan number 001

Plan year 2024

ACK ID 20251014090553NAL0002467665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PTR Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PTR Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PTR GROUP.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score