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  2. PT Asset Management, LLC

Filings through Oct 24, 2026.

PT Asset Management, LLC

EIN 20-8098335-investment management-Latest filing 2025
Plans
1
Retirement
1
$9.4M assets
Health & Benefits
0
Participants
56
500 W MADISON STE 500 - CHICAGO, IL 60661312-521-1124ptam.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$9.4M - 56 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PTAM RETIREMENT PLAN

401(k)

Assets$9.4M
Participants56
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PTAM RETIREMENT PLAN401(k)$9.4M562025
  • PTAM RETIREMENT PLAN$9.4M
    #001 · 401(k) · 202556
Retirement plans
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