# The Pmt Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-pmt-group-inc-plan

> The Pmt Group, INC.'s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Pmt Group, INC.

- **Sponsor EIN:** 060500150

- **Sponsor Address:** 800 UNION AVENUE, BRIDGEPORT, CT, 06607

- **Plan Type:** 401(k)

- **Total Participants:** 127

- **Total Assets:** $24.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|127|$24.7M|$410,515|$1.0M|

| 2023|139|$27.7M|$451,612|$1.1M|

| 2022|138|$25.6M|$434,936|$1.1M|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## 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|$22,485|$8,414|—|—|—|

| 2023|$9,865|$6,766|—|—|—|

| 2022|$13,764|$8,951|—|—|—|

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