How big is PB Management Group LLC's plan?

PB Management Group LLC's plan reported $194K in assets and 27 participants for 2025.

Original filing (PDF)20260128144549NAL0004353569001

PB Management Group LLC

Name: PB Management Group LLC — PB Management Group LLC, Form 5500 (2025)
Creator: PB Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PB Management Group LLC 401(k) Plan

401(k) retirement plan · PB Management Group LLC's PB Management Group LLC 401(k) Plan held $194K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$194K

Net assets (EOY)

$194K

People on this filing

James YUN signed PB Management Group LLC's 2025 Form 5500 as plan administrator.

James YUN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PB Management Group LLC's EIN is 27-2162615.

EIN 27-2162615

Plan number 001

Plan year 2025

ACK ID 20260128144549NAL0004353569001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PB Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PB Management Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PB MANAGEMENT GROUP LLC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off