Michael Rocheleau signed PTA Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PTA Corporation's EIN is 36-3334974.
Download the official 2023 Form 5500 (PDF) for PTA Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)PTA Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | N/A | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPOSSELA, COHEN, LLC | — | SOUTHPORT, CT | N/A | $16K | — |
| PASI, LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-1407927 |
| FARMINGTON, CT |
| N/A |
| $3K |
| — |
| JANNEY MONTGOMERY SCOTT LLC | — | PHILADELPHIA, PA | N/A | $0 | — |