Plan Snapshot
- Plan Sponsor: Pbg Financial Services PLLC
- Sponsor EIN: 844107940
- Sponsor Address: 1247 WAUKEGAN ROAD, GLENVIEW, IL, 60025
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 61 | $15.3M | $122,819 | $742,603 |
| 2023 | 57 | $12.5M | $230,021 | $657,414 |
| 2022 | 53 | $11.9M | $128,699 | $596,215 |