Plan Ledger DOL Form 5500 · updated monthly

Pb Tech & Advisory LLC401(k)

PB TECH & ADVISORY LLC 401(K) PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.11%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Pb Tech & Advisory LLC reported $9,363 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,234 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.10% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (756th of 1,461), and 7,760th of 11,654 in professional & technical services. In 2023, employees put in $1.26 for every $1.00 the employer contributed; active participation has shrunk from 289 to 214 since 2022.

Plan summary
Net assets, end of year$10,773,485
Participants with balances266
Active participants214
Employer contributions$1,762,119
Employee contributions$2,216,294
Employer contribution per active participant$8,234
Average account balance$40,502
Benefits paid to participants$1,668,344
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $504K emplr
2023$10.8M · 266 accts · $1.8M emplr
2022$6.3M · 416 accts · $1.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,837
Investment management$526
Total administrative$9,363
The Pb Tech & Advisory LLC 401(k) match · 2023
Employer contribution per active participant$8,234
Median for plans this size$1,308
2023$8,234 per active participant
2022$5,264 per active participant

Pb Tech & Advisory LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$8,837

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$9,363 · 0.11%
2022$4,865 · 0.10%
Similar plansProfessional & Technical Services · Colorado
Denovo Solutions LLC CO$10.9M · 0.70%
Dtj Design, Inc. CO$10.9M · 0.78%
York Space Systems CO$10.8M · 0.66%
Passiohr, Inc. CO$10.8M · 1.07%
Riverside Technology, Inc. CO$10.7M · 0.49%
Crownpeak Technology, Inc. CO$10.7M · 0.04%
Defense Unicorns, Inc. CO$10.6M · 0.59%
Ageiss Inc. CO$10.4M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830979880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.