# Pbs Aso, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pbs-aso-llc-401k-plan

> Pbs Aso, LLC's 401(k) plan: 930 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pbs Aso, LLC

- **Sponsor EIN:** 850768284

- **Sponsor Address:** 2189 PARKWAY LAKE DRIVE, BIRMINGHAM, AL, 35124

- **Plan Type:** 401(k)

- **Total Participants:** 930

- **Total Assets:** $17.2M

## 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|930|$17.2M|$1.1M|$2.3M|

| 2023|570|$9.3M|$676,310|$1.4M|

| 2022|411|$4.9M|$550,448|$1.1M|

## 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|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$98,633|—|$98,633|

| ERISA SPECIALISTS, LLC|TPA|$30,782|—|$30,782|

| 401(K) SAFE, LLC|316 ADMIN|$16,659|—|$16,659|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|INVESTMENT ADVISORY|$7,451|—|$7,451|

| MDA PROFESSIONAL GROUP, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MDA PROFESSIONAL GROUP, P.C.](https://planprovider.pro/provider/mda-professional-group-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $153,525

- **Estimated Expense Ratio:** 0.893% 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|$158,372|—|—|—|—|

| 2023|$86,418|—|—|—|—|

| 2022|$46,689|$46,689|—|—|—|

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