# Anb-Ptsma Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/anb-ptsma-holdings-inc-plan

> Anb-Ptsma Holdings, INC.'s 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Anb-Ptsma Holdings, INC.

- **Sponsor EIN:** 061569920

- **Sponsor Address:** 47 NORTH MAIN STREET, WEST HARTFORD, CT, 06107

- **Plan Type:** 401(k)

- **Total Participants:** 289

- **Total Assets:** $21.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|289|$21.8M|$620,638|$1.7M|

| 2023|268|$17.5M|$555,837|$1.5M|

| 2022|235|$13.2M|$432,222|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SRC CERTIFIED PUBLIC ACCOUNTANTS PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$103,623|—|—|—|—|

| 2023|$95,877|—|—|—|—|

| 2022|$84,654|—|—|—|$84,654|

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