How big is PT78 LLC's plan?

PT78 LLC's plan reported $391K in assets and 3 participants for 2025.

Original filing (PDF)20260127115848NAL0003821792001

PT78 LLC

Name: PT78 LLC — PT78 LLC Retirement Plan, Form 5500 (2025)
Creator: PT78 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PT78 LLC Retirement Plan

Defined-contribution retirement plan · PT78 LLC's PT78 LLC Retirement Plan held $391K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$391K

Net assets (EOY)

$391K

Plan identifiers

PT78 LLC's EIN is 84-3676310.

EIN 84-3676310

Plan number 001

Plan year 2025

ACK ID 20260127115848NAL0003821792001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PT78 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PT78 LLC's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PT78 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

PT78 LLC

EIN

all filings

Address

PO BOX 28152 · OAKLAND, CA · 94604

Phone

(415) 722-7805

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-27

Pension benefit codes

2D · Offset of another plan

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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