How big is Louis PTAK Construction Inc.'s plan?

Louis PTAK Construction Inc.'s plan reported $2.3M in assets and 110 participants for 2024.

Original filing (PDF)20250403161943NAL0021011922001

Louis PTAK Construction Inc.

Name: Louis PTAK Construction Inc. — Louis PTAK Constructi, Form 5500 (2024)
Creator: Louis PTAK Construction Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Louis PTAK Construction Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Louis PTAK Construction Inc.'s Louis PTAK Construction Inc. 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 110 participants in 2024.

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Gregory Steelman signed Louis PTAK Construction Inc.'s 2024 Form 5500 as plan administrator.

Gregory Steelman — 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

Louis PTAK Construction Inc.'s EIN is 77-0537720.

EIN 77-0537720

Plan number 001

Plan year 2024

ACK ID 20250403161943NAL0021011922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Louis PTAK Construction Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Louis PTAK Construction Inc.'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 LOUIS PTAK CONSTRUCTION INC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score