Plan Snapshot
- Plan Sponsor: Ptc Alliance LLC
- Sponsor EIN: 850943754
- Sponsor Address: 6051 WALLACE RD EXT, SUITE 200, WEXFORD, PA, 15090
- Plan Type: 401(k)
- Total Participants: 653
- Total Assets: $49.8M
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 | 653 | $49.8M | $906,214 | $1.7M |
| 2023 | 719 | $47.1M | $770,308 | $1.5M |
| 2022 | 594 | $34.1M | $723,743 | $1.2M |
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 | $111,654 | — | $111,654 |
| LPL FINANCIAL | INV ADV, PARTICIPANTS | $21,357 | — | $21,357 |
| LPL FINANCIAL | INVESTMENT ADVISORY | $7,009 | — | $7,009 |
| 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: $140,020
- Estimated Expense Ratio: 0.281% 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 | $140,021 | $28,367 | $111,654 | — | — |
| 2023 | $105,668 | $20,482 | $85,186 | — | — |
| 2022 | $88,513 | $16,667 | $71,846 | — | — |