How big is PTLA Real Estate Group's plan?

PTLA Real Estate Group's plan reported $35K in assets and 80 participants for 2024.

Original filing (PDF)20251009171806NAL0016171058001

PTLA Real Estate Group

Name: PTLA Real Estate Group — PTLA 401(k) Plan, Form 5500 (2024)
Creator: PTLA Real Estate Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTLA 401(k) Plan

401(k) retirement plan · PTLA Real Estate Group's PTLA 401(k) Plan held $35K in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Richard Tatum signed PTLA Real Estate Group's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

PTLA Real Estate Group's EIN is 81-5303256.

EIN 81-5303256

Plan number 001

Plan year 2024

ACK ID 20251009171806NAL0016171058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PTLA Real Estate Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PTLA Real Estate Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off