Plan Snapshot
- Plan Sponsor: Pbmares LLP
- Sponsor EIN: 540737372
- Sponsor Address: 701 TOWN CENTER DRIVE, NEWPORT NEWS, VA, 23606
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $65.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 405 | $65.8M | $620,570 | $3.7M |
| 2023 | 360 | $60.7M | $543,093 | $3.8M |
| 2022 | 340 | $52.4M | $484,045 | $3.1M |
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 |
|---|---|---|---|---|
| HANTZMON WIEBEL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HANTZMON WIEBEL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $74,751 | $12,218 | — | — | — |
| 2023 | $70,225 | $11,042 | $59,183 | — | — |
| 2022 | $68,942 | $65,862 | $3,080 | — | — |