How big is Traci Heller PTG Inc.'s plan?

Traci Heller PTG Inc.'s plan reported $350K in assets and 2 participants for 2024.

Original filing (PDF)20250527170335NAL0005872481001

Traci Heller PTG Inc.

Name: Traci Heller PTG Inc. — Traci Heller PTG Inc. 401(k), Form 5500 (2024)
Creator: Traci Heller PTG Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Traci Heller PTG Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Traci Heller PTG Inc.'s Traci Heller PTG Inc. 401(k) Profit Sharing Plan & Trust held $350K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

People on this filing

Traci Heller signed Traci Heller PTG Inc.'s 2024 Form 5500 as plan administrator.

Traci Heller — 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

Traci Heller PTG Inc.'s EIN is 47-4116970.

EIN 47-4116970

Plan number 001

Plan year 2024

ACK ID 20250527170335NAL0005872481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Traci Heller PTG Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Traci Heller PTG Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

TRACI HELLER PTG INC.

EIN

all filings

Address

1200 OLD SKOKIE VALLEY RD · HIGHLAND PARK, IL · 60035

Phone

(847) 964-3980

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator