Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
PBA CONSULTANTS INC. DBA PB+A INC.
EIN 85-4067705Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
22
112 PINE STREET - SAN ANSELMO, CA 94960415-456-9616
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 22 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#001
PB+A INC. 401(K) PLAN & TRUST
401k
Assets$4.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PB+A INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$296K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PB+A INC. 401(K) PLAN & TRUST | 401k | $4.3M | 16 | 2024 | |
| 002 | PB+A INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $296K | 6 | 2024 |
Retirement plans