# Ptc Alliance LLC 401(k) Plan
Source: https://planprovider.pro/companies/ptc-alliance-llc-401k-plan-003

> Ptc Alliance LLC's 401(k) plan: 636 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/equitable) — INVESTMENT ADVISORY

- [MCCALL SCANLON AND TICE, LLC](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Ptc Alliance LLC](https://planprovider.pro/companies/ptc-alliance-llc-401k-plan-015) — 653 participants

- [Universal Stainless & Alloy Products, INC.](https://planprovider.pro/companies/universal-stainless-alloy-products-inc-401k-plan) — 699 participants

- [Phoenix Global](https://planprovider.pro/companies/phoenix-global-401k-plan) — 402 participants

- [Rockland, INC.](https://planprovider.pro/companies/rockland-inc-401k-plan) — 386 participants

- [Tube Methods, INC.](https://planprovider.pro/companies/tube-methods-inc-401k-plan-001) — 382 participants

- [Jwf Industries](https://planprovider.pro/companies/jwf-industries-401k-plan) — 318 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ptc-alliance-llc-401k-plan-003)

© 2026 PlanProvider.Pro