How big is Ptolemy Advisory LLC's plan?

Ptolemy Advisory LLC's plan reported $2.7M in assets and 14 participants for 2024.

Original filing (PDF)20250718122200NAL0000809715001

Ptolemy Advisory LLC

Name: Ptolemy Advisory LLC — Ptolemy Advisory LLC 401(k), Form 5500 (2024)
Creator: Ptolemy Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ptolemy Advisory LLC 401(k) Plan

401(k) retirement plan · Ptolemy Advisory LLC's Ptolemy Advisory LLC 401(k) Plan held $2.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Marcus Bowie signed Ptolemy Advisory LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Ptolemy Advisory LLC's EIN is 32-0275533.

EIN 32-0275533

Plan number 001

Plan year 2024

ACK ID 20250718122200NAL0000809715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ptolemy Advisory LLC'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 PTOLEMY ADVISORY 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