# Pbm Capital Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pbm-capital-group-llc-401k-plan

> Pbm Capital Group, LLC's 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RESOURCES INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISOR

- [CHARLES W SNADER PC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|—|—|

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