Pension Transfer Advisors, Llc 401(k) Plan (terminated 2022): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2022. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Pension Transfer Advisors, Llc 401(k) Login
Accounts were managed by
Empower
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Retirement plan providers can change. This information is from the plan's 2022 filing.
Pension Transfer Advisors, Llc 401(k) Plan Facts (plan year 2022)
Plan name
PENSION TRANSFER TRUST PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PENSION TRANSFER ADVISORS, LLC
Former employees with a balance
0
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Jan 1, 2004
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)
Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Jun 22, 2024. Public filing with the U.S. Department of Labor.
How the Pension Transfer Advisors, Llc 401(k) changed, 2017–2022
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2017 | 843 | $63.6 million | $621,743 | $1.52 million |
| 2018 | 790 | $61.5 million | $651,607 | $1.76 million |
| 2019 | 761 | $63.9 million | $1.05 million | $2.00 million |
| 2020 | 734 | $67.2 million | $1.04 million | $2.17 million |
| 2021 | 0 | — | — | — |
| 2022 (final) | 0 | — | — | — |
Pension Transfer Advisors, Llc 401(k) Contact Information
Phone
913-274-1930
Mailing address
8700 MONROVIA ST, SUITE 310, LENEXA KS 66215
Plan sponsor
PENSION TRANSFER ADVISORS, LLC
Employer identification number (EIN)
45-3113208
Plan number
001
Questions about the Pension Transfer Advisors, Llc 401(k)
Is the Pension Transfer Advisors, Llc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2022.
Does Pension Transfer Advisors, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Pension Transfer Advisors, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
Who manages the Pension Transfer Advisors, Llc 401(k) accounts?
Empower is the plan's recordkeeper, which is where participants log in to see their balance.
Related Companies
Pension Transfer Advisors, Inc. 401k loginlast filed 2012
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Headquarter: 1200 EAST 151ST STREET, OLATHE, KS, 660623426