AUMdb

Pbmares 401(k) Plan

Sponsored by Pbmares Llp · EIN 540737372 · Plan #002

Total assets
$65.8M
Net assets
$65.8M
Active participants
405
With balances
436

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $62,533
Wilshire Associates Incorporated Investment advisory (plan) $12,218