Plan Snapshot
- Plan Sponsor: Pbs Peo Services, LLC
- Sponsor EIN: 814175750
- Sponsor Address: 2189 PARKWAY LAKE DRIVE, BIRMINGHAM, AL, 35244
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $11,459
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. |
|---|---|---|---|---|
| 2025 | 0 | $11,459 | $0 | $0 |
| 2024 | 239 | $21,724 | $0 | $0 |
| 2023 | 252 | $2.4M | $169,462 | $412,477 |
| 2022 | 268 | $2.0M | $162,936 | $397,211 |
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 |
|---|---|---|---|---|
| MDA PROFESSIONAL GROUP, P.C. | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MDA PROFESSIONAL GROUP, P.C. — Independent 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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $18,094 | — | — | — | — |
| 2023 | $41,187 | — | — | — | — |
| 2022 | $37,635 | $37,635 | — | — | — |