How big is PTAC Engineering, LLC's plan?

PTAC Engineering, LLC's plan reported $5.4M in assets and 32 participants for 2024.

Original filing (PDF)20251006063526NAL0008318402001

PTAC Engineering, LLC

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

Form 5500-SF

FILING_RECEIVED

PTAC 401(k) Plan

401(k) retirement plan · PTAC Engineering, LLC's PTAC 401(k) Plan held $5.4M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Nathan Niebauer signed PTAC Engineering, LLC's 2024 Form 5500 as plan administrator.

Nathan Niebauer — 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

PTAC Engineering, LLC's EIN is 87-1354670.

EIN 87-1354670

Plan number 001

Plan year 2024

ACK ID 20251006063526NAL0008318402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PTAC Engineering, LLC'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 PTAC ENGINEERING, 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