Pension Transfer Advisors, Inc. 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2012. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Pension Transfer Advisors, Inc. 401(k) Login
We don't have a verified login link for this plan's recordkeeper. Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2012 filing.
Pension Transfer Advisors, Inc. 401(k) Plan Facts (plan year 2012)
Source: Form 5500 for plan year 2012 (Jan 1, 2012 – Dec 31, 2012), filed Oct 14, 2013. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2012
- $10.6 million went into the plan in contributions, $440,763 of it from the employer (4%).
- $1.76 million was paid out to participants.
- Administrative expenses were $106,026, about $161 per account.
How the Pension Transfer Advisors, Inc. 401(k) changed, 2009–2012
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2009 | 1,137 | $67.6 million | $322,276 | $517,810 |
| 2010 | 1,275 | $67.8 million | $324,445 | $1.03 million |
| 2011 | 1,233 | $61.9 million | $361,992 | $1.36 million |
| 2012 | 1,229 | $61.7 million | $440,763 | $1.76 million |
Pension Transfer Advisors, Inc. 401(k) Contact Information
Questions about the Pension Transfer Advisors, Inc. 401(k)
Is the Pension Transfer Advisors, Inc 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2012, and no later filing was found under this employer's EIN.
Does Pension Transfer Advisors, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2012 the employer contributed $440,763, 4% of all contributions.
Does the Pension Transfer Advisors, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Pension Transfer Advisors, Inc 401(k) plan?
1,229 participants at the start of plan year 2012, 1,100 of them active employees.
What is the average 401(k) balance at Pension Transfer Advisors, Inc?
About $93,834 per account: $61.7 million in plan assets across 658 accounts with a balance at the end of plan year 2012.
Who manages the Pension Transfer Advisors, Inc 401(k) accounts?
PENSION TRANSFER ADVISORS, LLC is the plan's recordkeeper, which is where participants log in to see their balance.