Pb&J Restaurants, Inc. Employees 401(k) Plan
Sponsored by Pb&J Restaurants, Inc. · EIN 481036874 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 580
- With balances
- 116
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (participants), Investment advisory (plan), Investment management | $18,192 |
| Tpp Retirement Plan Specialists Llc | Recordkeeping | $17,549 |