# Ptc INC. 401(k) Plan
Source: https://planprovider.pro/companies/ptc-inc-401k-plan

> Ptc INC.'s 401(k) plan: 2,450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — NONE

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Oasis Systems, LLC](https://planprovider.pro/companies/oasis-systems-llc-401k-plan) — 2,793 participants

- [Aspentech Corporation](https://planprovider.pro/companies/aspentech-corporation-401k-plan) — 1,759 participants

- [Computacenter United States INC.](https://planprovider.pro/companies/computacenter-united-states-inc-401k-plan) — 1,608 participants

- [Healthedge Software, INC](https://planprovider.pro/companies/healthedge-software-inc-plan-001) — 1,250 participants

- [Rapid7 LLC](https://planprovider.pro/companies/rapid7-llc-401k-plan) — 1,250 participants

- [Goto Technologies Usa, LLC](https://planprovider.pro/companies/goto-technologies-usa-inc-401k-plan) — 1,115 participants

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

© 2026 PlanProvider.Pro