Plan Ledger DOL Form 5500 · updated monthly

Pba Holding Group, Inc.401(k)

PBA INC RETIREMENT PLAN · OAK BROOK, IL · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

Pba Holding Group, Inc. reported $24,424 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,502 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Illinois (2,586th of 3,702), and 4,163rd of 4,798 in finance & insurance. In 2022, employees put in $4.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,119,113
Participants with balances95
Active participants89
Employer contributions$133,645
Employee contributions$547,632
Employer contribution per active participant$1,502
Average account balance$85,464
Benefits paid to participants$1,111,717
Plan auditDisclaimer of opinion
AuditorMICHELLE HECKERT CPA LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,325
Investment management$2,472
Total administrative$24,424
The Pba Holding Group, Inc. 401(k) match · 2022
Employer contribution per active participant$1,502
Median for plans this size$1,114

Pba Holding Group, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,424 · 0.27%
Similar plansFinance & Insurance · Illinois
Unique Insurance Managers IL$8.9M · 0.26%
Gpd Holdings LLC IL$7.7M · 0.02%
Sfh Company LLC IL$6.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383668782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.