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PERSONAL TOUCH HOLDING CORP. — PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014171313NAL0001690787001
PERSONAL TOUCH HOLDING CORP.
Form 5500
FILING_RECEIVED
PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
961
Accounts w/ balance
3,663
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
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 (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PERSONAL TOUCH HOLDING CORP.
.
Find decision makers
Plan sponsor
Name
PERSONAL TOUCH HOLDING CORP.
EIN
51-0311266
Address
1985 MARCUS AVENUE, SUITE 202 · LAKE SUCCESS, NY · 11042
Phone
(718) 468-4747
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
PT HOLDING CORP.
EIN
51-0311266
City
LAKE SUCCESS, NY
Phone
(718) 468-4747
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
EFPR GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $21.5M
(98% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Goldman Sachs Financial Square Government Fund Money market fund
—
—
—
$21.5M
98.3%
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Knocking points off
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Helping the score
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