Plan Snapshot
- Plan Sponsor: Pbm Capital Group, LLC
- Sponsor EIN: 274392286
- Sponsor Address: 200 GARRETT ST., CHARLOTTESVILLE, VA, 22902
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $6.6M
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. |
|---|---|---|---|---|
| 2024 | 89 | $6.6M | $218,537 | $566,905 |
| 2023 | 70 | $5.6M | $373,772 | $616,396 |
| 2022 | 80 | $4.4M | $478,665 | $801,768 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,526 | — | $35,526 |
| RESOURCES INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $14,120 | — | $14,120 |
| CHARLES W SNADER PC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RESOURCES INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- CHARLES W SNADER PC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,646
- Estimated Expense Ratio: 0.756% 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 |
|---|---|---|---|---|---|
| 2024 | $49,690 | $14,164 | — | — | — |
| 2023 | $22,463 | $15 | — | — | — |
| 2022 | $6,699 | — | — | — | — |