How big is Ptacek Financial Services, PC's plan?

Ptacek Financial Services, PC's plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260114125936NAL0017684915001

Ptacek Financial Services, PC

Name: Ptacek Financial Services, PC — Ptacek Financial, Form 5500 (2025)
Creator: Ptacek Financial Services, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ptacek Financial 401(k) Plan

401(k) retirement plan · Ptacek Financial Services, PC's Ptacek Financial 401(k) Plan held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

TONI Ptacek signed Ptacek Financial Services, PC's 2025 Form 5500 as plan administrator.

TONI Ptacek — 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

Ptacek Financial Services, PC's EIN is 45-0450259.

EIN 45-0450259

Plan number 001

Plan year 2025

ACK ID 20260114125936NAL0017684915001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ptacek Financial Services, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ptacek Financial Services, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PTACEK FINANCIAL SERVICES, PC.

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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