# Pbg Financial Services PLLC 401(k) Plan
Source: https://planprovider.pro/companies/pbg-financial-services-pllc-401k-plan

> Pbg Financial Services PLLC's 401(k) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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