Plan Snapshot
- Plan Sponsor: Ptm Management Corp.
- Sponsor EIN: 113620341
- Sponsor Address: 94-01 150 ST., JAMAICA, NY, 11435
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 228 | $8.5M | $161,922 | $365,322 |
| 2023 | 190 | $8.0M | $156,176 | $366,777 |
| 2022 | 189 | $6.9M | $148,013 | $400,139 |
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 |
|---|---|---|---|---|
| CRAIG, FITZSIMMONS & MEYER, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,050 | — | — | — | — |
| 2023 | $1,200 | $1,200 | — | — | — |
| 2022 | $1,200 | $1,200 | — | — | — |