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Pt Holding Company LLC Retirement Plan

Pt Holding Company LLC, San Francisco CA. Employer ID 200362964, plan number 001. Annual reports on file for 2009 to 2022.

Where the money went

  1. Filed 2009-2022Pt Holding Company LLC Retirement Plan, Pt Holding Company LLC
  2. 2022Assets transferred to Duke Energy Retirement Savings Plan
  3. TodayDuke Energy Retirement Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2024 filing.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
201122—Filing
201220—Filing
201321—Filing
201415—Filing
201517—Filing
2016163Filing
2017193Filing
2018233Filing
2019265Filing
2020275Filing
2021275Filing
202200Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.