Ptc 401 K Savings Plan
Sponsored by Ptc Inc. · EIN 042866152 · Plan #001
- Total assets
- $856M
- Net assets
- $856M
- Active participants
- 2,450
- With balances
- 3,789
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial | Consulting (general), Insurance brokerage commissions | $62,500 |
| Adp Llc | Other services, Direct payment from the plan | $28,000 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $23,997 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $17,242 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |