# Pb Tech & Advisory LLC 401(k) Plan
Source: https://planprovider.pro/companies/pb-tech-advisory-llc-401k-plan

> Pb Tech & Advisory LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Pb Tech & Advisory LLC

- **Sponsor EIN:** 830979880

- **Sponsor Address:** 1331 17TH ST., DENVER, CO, 802025860

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|0|$0|$503,654|$643,605|

| 2023|214|$10.8M|$1.8M|$2.2M|

| 2022|289|$6.3M|$1.5M|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$17,674|—|$17,674|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,674

### 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|

| 2024|—|—|—|—|—|

| 2023|$9,363|$526|$8,837|—|—|

| 2022|$4,865|$4,849|$16|—|—|

## Similar Plans

- [Zivaro , INC .](https://planprovider.pro/companies/zivaro-inc-plan-001) — 211 participants

- [Open Technology Solutions, LLC](https://planprovider.pro/companies/open-technology-solutions-llc-plan) — 201 participants

- [Zivaro, INC.](https://planprovider.pro/companies/zivaro-inc-401k-plan) — 201 participants

- [Long View Systems Corporation Usa](https://planprovider.pro/companies/long-view-systems-corporation-usa-plan) — 179 participants

- [Four Winds Interactive, LLC](https://planprovider.pro/companies/four-winds-interactive-llc-401k-plan) — 251 participants

- [Peaksware Holdings LLC](https://planprovider.pro/companies/peaksware-holdings-llc-401k-plan) — 251 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pb-tech-advisory-llc-401k-plan)

© 2026 PlanProvider.Pro