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Sponsor portfolio

PBJM ENTERPRISES LLC

EIN 47-1799036-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
194
1210 E 2ND ST - EDMOND, OK 73034405-330-1141
Plans on this EIN
2 filings
#001401k-$1.3M - 133 part#002CashBalance-$748K - 61 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 194 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PBJM ENTERPRISES 401(K) (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PBJM ENTERPRISES 401(K) (#001)133
  • CASH BALANCE PLAN (#002)61
Total 194Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PBJM ENTERPRISES 401(K) PLAN

401k

Assets$1.3M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PBJM ENTERPRISES CASH BALANCE PLAN

CashBalance

Assets$748K
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PBJM ENTERPRISES 401(K) PLAN401k$1.3M1332024
002PBJM ENTERPRISES CASH BALANCE PLANCashBalance$748K612024
Retirement plans
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