How big is PTM Wealth Management, LLC's plan?

PTM Wealth Management, LLC's plan reported $634K in assets and 6 participants for 2024.

Original filing (PDF)20250530064637NAL0021856226001

PTM Wealth Management, LLC

Name: PTM Wealth Management, LLC — PTM Wealth Management, Form 5500 (2024)
Creator: PTM Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTM Wealth Management, LLC 401(k) P/S Plan

401(k) retirement plan · PTM Wealth Management, LLC's PTM Wealth Management, LLC 401(k) P/S Plan held $634K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

People on this filing

Paul Murray signed PTM Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Paul Murray — 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

PTM Wealth Management, LLC's EIN is 45-2710880.

EIN 45-2710880

Plan number 001

Plan year 2024

ACK ID 20250530064637NAL0021856226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PTM Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PTM Wealth Management, 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 PTM WEALTH MANAGEMENT, 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