Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
PROFESSIONAL BENEFITS TEAM INC.
EIN 84-3239530insuranceLatest filing 2024
Plans
2
Retirement
2
$672K assets
Welfare
0
Participants
10
5703 N. WEST AVENUE, SUITE 102 - FRESNO, CA 937112366559-275-7705pbtbenefits.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $672K assets / 10 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
PBT INSURANCE SERVICES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$597K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PBT INSURANCE SERVICES, LLC PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$75K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PBT INSURANCE SERVICES, LLC CASH BALANCE PENSION PLAN | CashBalance | $597K | 5 | 2024 | |
| 001 | PBT INSURANCE SERVICES, LLC PROFIT SHARING PLAN AND TRUST | ProfitSharing | $75K | 5 | 2024 |
Retirement plans