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Sponsor portfolio

PT SOLUTIONS HOLDINGS, LLC

EIN 20-2092663-Latest filing 2025
Plans
2
Retirement
1
$65.4M assets
Welfare
1
$2.9M premiums
Participants
9,705
1100 CIRCLE - 75 PARKWAY, SUITE 1400 - ATLANTA, GA 30339770-615-4856
Plans on this EIN
2 filings
#001401k-$65.4M - 5,924 part#501Mixed-$2.9M - 3,982 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 3,982 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Dental$1.4M
  • Vision$1.4M
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
  • METROPOLITAN LIFE INSURANCE COMPANY48%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
Total $489K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN

401k

Assets$65.4M
Participants5,924
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PT SOLUTIONS HOLDINGS, LLC WELFARE BENEFIT WRAP PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.9M
Covered lives3,982
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN401k$65.4M5,9242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PT SOLUTIONS HOLDINGS, LLC WELFARE BENEFIT WRAP PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.9M3,9822025
Retirement plans
Welfare plans
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