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PTM FINANCIAL LLC

EIN 88-1562782-financial services-Latest filing 2025
Plans
1
Retirement
1
$592K assets
Welfare
0
Participants
7
12348 HIGH BLUFF DR STE 3240 - SAN DIEGO, CA 921303545619-777-3907ptmfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$592K - 7 part

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Retirement#001

PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$592K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PTM FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST401k$592K72025
Retirement plans
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