How big is PTAG, Incorporated's plan?

PTAG, Incorporated's plan reported $316K in assets and 97 participants for 2024.

Original filing (PDF)20250521124757NAL0001897153001

PTAG, Incorporated

Name: PTAG, Incorporated — PTAG 401(k) Plan, Form 5500 (2024)
Creator: PTAG, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTAG 401(k) Plan

401(k) retirement plan · PTAG, Incorporated's PTAG 401(k) Plan held $316K in plan assets for 97 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

Plan identifiers

PTAG, Incorporated's EIN is 75-3269108.

EIN 75-3269108

Plan number 002

Plan year 2024

ACK ID 20250521124757NAL0001897153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PTAG, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PTAG, Incorporated's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PTAG, INCORPORATED.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PTAG, INCORPORATED

EIN

all filings

Address

—

Phone

(905) 474-5660

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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