Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$17.5M
- PLAN & TRUST (#004)$822K
Filings through .
PBC Advisors, LLC
EIN 46-4270069accountingLatest filing 2025
Plans
2
Retirement
2
$18.4M assets
Health & Benefits
0
Participants
67
903 COMMERCE DR., SUITE 333 - OAK BROOK, IL 60523630-571-6770pbcgroup.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.4M assets / 67 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PBC ADVISORS, LLC 401 (K) PLAN & TRUST
401(k)
Assets$17.5M
Participants50
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
PBC ADVISORS, LLC CASH BALANCE PLAN & TRUST
Cash balance
Assets$822K
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PBC ADVISORS, LLC 401 (K) PLAN & TRUST | 401(k) | $17.5M | 50 | 2025 |
| #004 | PBC ADVISORS, LLC CASH BALANCE PLAN & TRUST | Cash balance | $822K | 17 | 2025 |
- #002 · 401(k) · 202550
- #004 · Cash balance · 202517
Retirement plans