How big is PT Asset Management, LLC's plan?

PT Asset Management, LLC's plan reported $7.2M in assets and 49 participants for 2024.

Original filing (PDF)20250715080026NAL0004174578001

PT Asset Management, LLC

Name: PT Asset Management, LLC — PTAM Retirement Plan, Form 5500 (2024)
Creator: PT Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTAM Retirement Plan

401(k) retirement plan · PT Asset Management, LLC's PTAM Retirement Plan held $7.2M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Plan Sponsor signed PT Asset Management, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PT Asset Management, LLC's EIN is 20-8098335.

EIN 20-8098335

Plan number 001

Plan year 2024

ACK ID 20250715080026NAL0004174578001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PT Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PT Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PT ASSET MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score