How big is PTA Corporation's plan?

PTA Corporation's plan reported $19.4M in assets and 198 participants for 2024.

Original filing (PDF)20251215143510NAL0000746755001

PTA Corporation

Name: PTA Corporation — PTA Corporation Employee Stock, Form 5500 (2024)
Creator: PTA Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PTA Corporation Employee Stock Ownership Plan

Defined-contribution retirement plan · PTA Corporation's PTA Corporation Employee Stock Ownership Plan held $19.4M in plan assets for 198 participants in 2024.

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

198

Accounts w/ balance

264

Plan assets (EOY)

$19.4M

Net assets (EOY)

$13.4M

People on this filing

Michael Rocheleau signed PTA Corporation's 2024 Form 5500 as plan administrator.

Michael Rocheleau — 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

PTA Corporation's EIN is 36-3334974.

EIN 36-3334974

Plan number 003

Plan year 2024

ACK ID 20251215143510NAL0000746755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PTA Corporation's plan includes a leveraged ESOP, an S-corporation ESOP.

Decision-maker contacts

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

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off