How big is PTP Investment Group, LLC's plan?

PTP Investment Group, LLC's plan reported $711K in assets and 2 participants for 2025.

Original filing (PDF)20260521125242NAL0002207313001

PTP Investment Group, LLC

Name: PTP Investment Group, LLC — PTP Investment Group, Form 5500 (2025)
Creator: PTP Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTP Investment Group 401(k) Plan

401(k) retirement plan · PTP Investment Group, LLC's PTP Investment Group 401(k) Plan held $711K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

People on this filing

Lance Skalnik signed PTP Investment Group, LLC's 2025 Form 5500 as plan administrator.

Lance Skalnik — 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

PTP Investment Group, LLC's EIN is 81-3639254.

EIN 81-3639254

Plan number 001

Plan year 2025

ACK ID 20260521125242NAL0002207313001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PTP Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PTP Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, life insurance.

Decision-maker contacts

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

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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