Plan Snapshot
- Plan Sponsor: Pta Corporation
- Sponsor EIN: 363334974
- Sponsor Address: 148 CHRISTIAN STREET, OXFORD, CT, 06478
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $23.1M
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 | 249 | $23.1M | $0 | $0 |
| 2023 | 236 | $21.3M | $0 | $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 |
|---|---|---|---|---|
| CAPOSSELA, COHEN, LLC | Auditor | $16,152 | — | $16,152 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,152
- Estimated Expense Ratio: 0.070% 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 | $26,112 | — | $5,515 | $16,152 | — |
| 2023 | $9,408 | — | $3,823 | — | — |