How big is PTM Financial LLC's plan?

PTM Financial LLC's plan reported $592K in assets for 2025.

Original filing (PDF)20260413122852NAL0010371107001

PTM Financial LLC

Name: PTM Financial LLC — PTM Financial LLC 401(k) Profit, Form 5500 (2025)
Creator: PTM Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTM Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PTM Financial LLC's PTM Financial LLC 401(k) Profit Sharing Plan & Trust reported $592K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$592K

Net assets (EOY)

$592K

Plan identifiers

PTM Financial LLC's EIN is 88-1562782.

EIN 88-1562782

Plan number 001

Plan year 2025

ACK ID 20260413122852NAL0010371107001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

PTM Financial 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 PTM FINANCIAL 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