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Sponsor portfolio

PTA CONSULTING CORP.

EIN 81-3286235-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$11.1M assets
Welfare
0
Participants
6
155 SULLIVAN LANE - WESTBURY, NY 11590516-281-7111
Plans on this EIN
2 filings
#002CashBalance-$9.3M - 3 part#001401k-$1.7M - 3 part

Retirement portfolio analytics

2 plans aggregated / $11.1M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#002)84%
  • CONSULTING CORP. 401(K) (#001)16%
Total $11.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • CONSULTING CORP. 401(K) (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PTA CONSULTING CORP. CASH BALANCE PLAN

CashBalance

Assets$9.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PTA CONSULTING CORP. 401(K) PLAN

401k

Assets$1.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PTA CONSULTING CORP. CASH BALANCE PLANCashBalance$9.3M32024
001PTA CONSULTING CORP. 401(K) PLAN401k$1.7M32024
Retirement plans
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