Ptm Corporation 401(k) Profit Sharing Plan & Trust
Sponsored by Ptm Corporation · EIN 381906661 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 206
- With balances
- 281
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc. | Investment advisory (participants) | $24,978 |
| Paychex, Inc. | Recordkeeping | $17,621 |