# Ptc Alliance LLC 401(k) Plan
Source: https://planprovider.pro/companies/ptc-alliance-llc-401k-plan-015

> Ptc Alliance LLC's 401(k) plan: 653 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, 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](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:** $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|—|—|

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