Plan Snapshot
- Plan Sponsor: Ptc INC.
- Sponsor EIN: 042866152
- Sponsor Address: 121 SEAPORT BLVD, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 2,450
- Total Assets: $856.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,450 | $856.0M | $8.8M | $33.0M |
| 2023 | 2,559 | $816.1M | $9.1M | $33.4M |
| 2022 | 2,306 | $689.4M | $8.5M | $27.8M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL | NONE | $62,500 | — | $62,500 |
| ADP LLC | NONE | $28,000 | — | $28,000 |
| T ROWE PRICE RPS INC | NONE | $23,997 | — | $23,997 |
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $17,242 | — | $17,242 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL — NONE
- TRANSAMERICA RETIREMENT SOLUTIONS — NONE
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,739
- Estimated Expense Ratio: 0.015% 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 | $152,434 | $62,500 | — | — | — |
| 2023 | $104,921 | $83,333 | — | — | — |
| 2022 | $277,804 | $100,000 | — | — | — |