Department of Labor filing

PT HOLDINGS, LLC

PT HOLDINGS, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

33filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,365

Reported employer contributions per active participant.

Higher than about 23% of comparable plans

#People in the filing

3,962

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$64 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 57% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202433out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions23rd percentileTypical peer $2,396 · based on 101 comparable plans

Lower reported administrative expense57th percentileTypical peer $71 · based on 100 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PT HOLDINGS, LLC reported $5,408,374 in employer contributions across the plan and 3,962 active participants. That works out to $1,365 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 18.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 10.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context33/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $5,408,374
Participant contributions: $14,637,337
Other contributions: $1,911,969
Employer share of reported contributions: 27.0%
Beginning assets: $130,073,010
Ending assets: $156,985,235
Ending net assets: $156,985,235
Ending liabilities: $0
Total income: $40,221,342
Total expenses: $13,707,130
Administrative expenses: $355,394
Participant loans: $3,345,750

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,151

2023

$1,231

2024

$1,365

Plan-paid administrative expenses per participant

2022

$72

2023

$108

2024

$64

Active participants

2022

2,824

2023

3,767

2024

3,962

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,365	3,962	157M	20251009172612NAL0006967649001
2023	$1,231	3,767	130.1M	20241015094820NAL0055432130001
2022	$1,151	2,824	86.9M	20231016115206NAL0025466739001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 901033057-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 2014
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3B3D3H

Current plan terms

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Filing ACK_ID20251009172612NAL0006967649001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗