Plan Snapshot
- Plan Sponsor: Pbm Capital Group, LLC
- Sponsor EIN: 274392286
- Sponsor Address: 200 GARRETT ST., CHARLOTTESVILLE, VA, 22902
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 124
- Total Assets: $7.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 124 | $7.9M | $0 | $0 |
| 2024 | 89 | $6.6M | $218,537 | $566,905 |
| 2023 | 70 | $5.6M | $373,772 | $616,396 |
| 2022 | 80 | $4.4M | $478,665 | $801,768 |