Plan Snapshot
- Plan Sponsor: Ptmw, INC.
- Sponsor EIN: 480959124
- Sponsor Address: 5040 NW US HIGHWAY 24, TOPEKA, KS, 666183815
- Plan Type: 401(k)
- Total Participants: 400
- Total Assets: $10.0M
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 | 400 | $10.0M | $454,088 | $843,161 |
| 2023 | 367 | $8.3M | $390,110 | $769,073 |
| 2022 | 264 | $6.6M | $377,282 | $746,020 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $9,516 | — | $9,516 |
| CREATIVEONE SECURITIES, LLC | Other Service Provider | $7,970 | — | $7,970 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,486
- Estimated Expense Ratio: 0.174% 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 | $19,861 | $8,720 | $11,141 | — | — |
| 2023 | $2,650 | — | $2,650 | — | — |
| 2022 | $4,250 | — | $4,250 | — | — |