How big is Public Trust Advisors, LLC's plan?

Public Trust Advisors, LLC's plan reported $14.9M in assets and 88 participants for 2024.

Original filing (PDF)20250424141928NAL0011252944001

Public Trust Advisors, LLC

Name: Public Trust Advisors, LLC — Public Trust Advisors, Form 5500 (2024)
Creator: Public Trust Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Public Trust Advisors, LLC 401(k) Plan

401(k) retirement plan · Public Trust Advisors, LLC's Public Trust Advisors, LLC 401(k) Plan held $14.9M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

Randy Palomba signed Public Trust Advisors, LLC's 2024 Form 5500 as plan administrator.

Randy Palomba — 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

Public Trust Advisors, LLC's EIN is 45-3356583.

EIN 45-3356583

Plan number 001

Plan year 2024

ACK ID 20250424141928NAL0011252944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Public Trust Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Public Trust Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PUBLIC TRUST ADVISORS, LLC.

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Plan health score

Above-average plan

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