How big is PTEC Solutions, Inc.'s plan?

PTEC Solutions, Inc.'s plan reported $1.6M in assets and 259 participants for 2024.

Original filing (PDF)20250821212410NAL0007970592001

PTEC Solutions, Inc.

Name: PTEC Solutions, Inc. — PTEC Solutions, Inc. 401(k), Form 5500 (2024)
Creator: PTEC Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTEC Solutions, Inc. 401(k) Plan

401(k) retirement plan · PTEC Solutions, Inc.'s PTEC Solutions, Inc. 401(k) Plan held $1.6M in plan assets for 259 participants in 2024.

Signals · 1

No auditor on file

Active participants

259

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Phoung LAM signed PTEC Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Phoung LAM — 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

PTEC Solutions, Inc.'s EIN is 27-3678408.

EIN 27-3678408

Plan number 001

Plan year 2024

ACK ID 20250821212410NAL0007970592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PTEC Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PTEC Solutions, Inc.'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 PTEC SOLUTIONS, INC..

Finding similar companies…

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 (1st percentile).

Helping the score