AUMdb

Pta Corporation Employee Stock Ownership Plan

Sponsored by Pta Corporation · EIN 363334974 · Plan #003

Total assets
$19.4M
Net assets
$13.4M
Active participants
198
With balances
264

Plan year beginning 03/01/2024

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).

No Schedule C on file for this plan year.