AUMdb

Pti Retirement Plan

Sponsored by Pac Tech International, Inc. · EIN 660617213 · Plan #001

Total assets
$2.3M
Net assets
$2.3M
Active participants
236
With balances
166

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oriental Bank Trustee (institutional) $8,328