Ptmw, Inc. 401(k) Retirement Plan
Sponsored by Ptmw, Inc. · EIN 480959124 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 400
- With balances
- 227
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 |
|---|---|---|
| Creativeone Securities, Llc CRD 152974 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $9,516 |
| Creativeone Securities, Llc | Investment advisory (plan), Direct payment from the plan | $7,970 |
| United Of Omaha | Participant loan processing, Other fees, Direct payment from the plan | $1,625 |