# Pt Financial Holdings, INC. DC Plan
Source: https://planprovider.pro/companies/pt-financial-holdings-inc-plan

> Pt Financial Holdings, INC.'s DC plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pt Financial Holdings, INC.

- **Sponsor EIN:** 853472855

- **Sponsor Address:** 500 W. MADISON, CHICAGO, IL, 60661

- **Plan Type:** DC

- **Total Participants:** 350

- **Total Assets:** $126.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|350|$126.0M|$3.9M|$0|

| 2023|323|$118.6M|$2.8M|$0|

| 2022|310|$98.0M|$2.7M|$0|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Tegus, INC.](https://planprovider.pro/companies/tegus-inc-401k-plan) — 321 participants

- [Peak6 Group LLC](https://planprovider.pro/companies/peak6-investments-llc-401k-plan-001-7834) — 318 participants

- [Calamos Investments LLC](https://planprovider.pro/companies/calamos-investments-llc-401k-plan) — 415 participants

- [Carson Group Holdings, LLC](https://planprovider.pro/companies/carson-group-holdings-llc-401k-plan) — 416 participants

- [Spins LLC](https://planprovider.pro/companies/spins-llc-401k-plan) — 419 participants

- [Bdt Capital Partners, LLC](https://planprovider.pro/companies/bdt-capital-partners-llc-401k-plan) — 446 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pt-financial-holdings-inc-plan)

© 2026 PlanProvider.Pro