How big is PTM Partners, LLC's plan?

PTM Partners, LLC's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250801091133NAL0003695155001

PTM Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

PTM Partners, LLC 401(k) Plan

401(k) retirement plan · PTM Partners, LLC's PTM Partners, LLC 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Scott Meyer signed PTM Partners, LLC's 2024 Form 5500 as plan administrator.

Scott Meyer — 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

PTM Partners, LLC's EIN is 83-0767080.

EIN 83-0767080

Plan number 001

Plan year 2024

ACK ID 20250801091133NAL0003695155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PTM Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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