# Pt&C Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/pt-c-group-llc-401k-plan

> Pt&C Group LLC's 401(k) plan: 728 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pt&C Group LLC

- **Sponsor EIN:** 814693463

- **Sponsor Address:** 6510 S MILLROCK DR STE 275, HOLLADAY, UT, 84121

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

- **Total Participants:** 728

- **Total Assets:** $22.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|728|$22.8M|$1.9M|$5.0M|

| 2023|422|$10.8M|$1.1M|$2.9M|

| 2022|222|$4.9M|$431,643|$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|

| JAKE RUST|ADVISOR|$61,923|—|$61,923|

| HUMAN INTEREST ADVISORS LLC|RECORDKEEPER|$31,633|—|$31,633|

| HALLOWELL 401(K) ASSURANCE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUMAN INTEREST ADVISORS LLC](https://planprovider.pro/provider/human-interest-inc) — RECORDKEEPER

- [HALLOWELL 401(K) ASSURANCE, LLC](https://planprovider.pro/provider/hallowell-401k-assurance-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,556

- **Estimated Expense Ratio:** 0.410% of plan assets

### 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|$93,531|$93,531|—|—|—|

| 2023|$39,133|$39,133|—|—|—|

| 2022|$9,095|$9,095|—|—|—|

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