Ptc Alliance Llc 401(k) Plan
Sponsored by Ptc Alliance Llc · EIN 850943754 · Plan #003
- Total assets
- $56.8M
- Net assets
- $56.8M
- Active participants
- 636
- With balances
- 670
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $134,652 |
| Lpl Holdings, Inc | Investment advisory (plan), Direct payment from the plan | $26,270 |
| Lpl Financial | Investment advisory (plan), Direct payment from the plan | $8,821 |