Pta Corporation 401(k) Savings And Retirement Plan
Sponsored by Pta Corporation · EIN 363334974 · Plan #002
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 229
- With balances
- 289
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pasi, Llc | Contract administrator | $6,712 |
| Capossela, Cohen, Llc | Accounting | $2,831 |
| The Retirement Plan Company, Llc | Contract administrator | $255 |
| Qdro Consultants Company, Llc | Contract administrator | $0 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |
| Janney Montgomery Scott Llc | Other commissions | $0 |