Plan Snapshot
- Plan Sponsor: Ptc Alliance LLC
- Sponsor EIN: 850943754
- Sponsor Address: 6051 WALLACE RD EXT, STE 200, WEXFORD, PA, 15090
- Plan Type: 401(k)
- Total Participants: 636
- Total Assets: $56.8M
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 | 636 | $56.8M | $1.5M | $2.7M |
| 2023 | 697 | $59.1M | $3.1M | $2.8M |
| 2022 | 493 | $26.0M | $1.0M | $1.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $134,652 | — | $134,652 |
| LPL HOLDINGS, INC | INVESTMENT ADVISORY | $26,270 | — | $26,270 |
| LPL FINANCIAL | INVESTMENT ADVISORY | $8,821 | — | $8,821 |
| MCCALL SCANLON AND TICE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL — INVESTMENT ADVISORY
- MCCALL SCANLON AND TICE, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,743
- Estimated Expense Ratio: 0.299% 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 | $169,744 | $35,092 | $134,652 | — | — |
| 2023 | $171,065 | $33,683 | $137,382 | — | — |
| 2022 | $84,831 | $16,892 | $67,939 | — | — |