Plan Snapshot
- Plan Sponsor: Pb Restaurants, LLC
- Sponsor EIN: 593283783
- Sponsor Address: 4700 MILLENIA BLVD SUITE 400, ORLANDO, FL, 32839
- Plan Type: 401(k)
- Total Participants: 8,647
- Total Assets: $32.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 8,647 | $32.2M | $1.1M | $2.1M |
| 2022 | 2,996 | $28.8M | $972,983 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $117,000 | — | $117,000 |
| ADVUS FINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $100,398 | — | $100,398 |
| CHERRY BEKAERT & HOLLAND, LLP | OTHER | $80,650 | — | $80,650 |
| PURVIS GRAY & COMPANY | Auditor | $40,325 | — | $40,325 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $11,170 | — | $11,170 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,543
- Estimated Expense Ratio: 1.085% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $154,609 | $55,784 | — | $40,325 | — |
| 2022 | $88,632 | — | $88,632 | — | — |