Assets by plan
Share of aggregate retirement assets
97%top
Sponsor portfolio
PBC ADVISORS, LLC
EIN 46-4270069accountingLatest filing 2025
Plans
2
Retirement
2
$18.1M assets
Welfare
0
Participants
65
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 / $18.1M assets / 65 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PBC ADVISORS, LLC 401 (K) PLAN & TRUST
401k
Assets$17.5M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
PBC ADVISORS, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$524K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PBC ADVISORS, LLC 401 (K) PLAN & TRUST | 401k | $17.5M | 50 | 2025 | |
| 004 | PBC ADVISORS, LLC CASH BALANCE PLAN & TRUST | CashBalance | $524K | 15 | 2024 |
Retirement plans