Plan Ledger DOL Form 5500 · updated monthly

Pta Corporation401(k)

PTA CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN · OXFORD, CT · plan year 2025

Reported admin expense ratio · 2025
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Pta Corporation reported $16,882 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $387 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.05% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 477th-largest of 1,106 plans among Connecticut employers on file, and the 4,993rd of 13,661 in manufacturing. In 2025, employees put in $4.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,926,495
Participants with balances286
Active participants224
Employer contributions$86,757
Employee contributions$371,336
Employer contribution per active participant$387
Average account balance$90,652
Benefits paid to participants$1,163,695
Plan history4
Yearassets · accounts · employer contribution
2025$25.9M · 286 accts · $87K emplr
2024$25.5M · 289 accts · $312K emplr
2023$23.1M · 311 accts · $303K emplr
2022$21.3M · 287 accts · $264K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,865
Audit (IQPA)$13,017
Total administrative$16,882
The Pta Corporation 401(k) match · 2025
Employer contribution per active participant$387
Median for plans this size$2,666
2025$387 per active participant
2024$1,363 per active participant
2023$1,217 per active participant
2022$1,117 per active participant

Pta Corporation's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
CAPOSSELA, COHEN, LLC · Accounting / audit$13,017
THE RETIREMENT PLAN COMPANY, LLC · Contract administrator$984
JANNEY MONTGOMERY SCOTT LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$16,882 · 0.07%
2024$14,971 · 0.06%
2023$26,112 · 0.12%
2022$9,408 · 0.05%
All plans at this employer2
PTA CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN401(k)
PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Connecticut
Hyaxiom, Inc. CT$26.7M · 0.19%
Okay Industries, Inc. CT$26.5M · 0.53%
Spine Wave, Inc. CT$26.3M · 0.16%
Hubbell Caribe Limited CT$25.4M · 0.17%
H & T Waterbury, LLC CT$25.4M · 0.27%
Transact Technologies Inc. CT$25.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363334974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.