Plan Snapshot
- Plan Sponsor: Pt Solutions Holdings, LLC
- Sponsor EIN: 202092663
- Sponsor Address: 1100 CIRCLE 75 PKWY, #1400, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 5,066
- Total Assets: $65.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5,066 | $65.4M | $12,252 | $12.2M |
| 2023 | 2,365 | $37.5M | $0 | $7.7M |
| 2022 | 1,686 | $24.2M | $0 | $5.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $329,780 | — | $329,780 |
| FINANCIAL CONSULTING GROUP | ACCOUNTANT\AUDITOR | $27,182 | — | $27,182 |
| WARREN AVERETT LLC | Auditor | $27,182 | — | $27,182 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- WARREN AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $384,144
- Estimated Expense Ratio: 0.587% 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 | $330,655 | — | — | $27,182 | — |
| 2023 | $249,013 | — | $239,188 | — | — |
| 2022 | $183,650 | $6,975 | — | — | $176,675 |