How big is PPB Capital Partners, LLC's plan?

PPB Capital Partners, LLC's plan reported $1.9M in assets and 39 participants for 2025.

Original filing (PDF)20260513100915NAL0015068402001

PPB Capital Partners, LLC

Name: PPB Capital Partners, LLC — PPB Capital Partners, Form 5500 (2025)
Creator: PPB Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PPB Capital Partners 401(k) Plan

401(k) retirement plan · PPB Capital Partners, LLC's PPB Capital Partners 401(k) Plan held $1.9M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Christine Gevertz signed PPB Capital Partners, LLC's 2025 Form 5500 as plan administrator.

Christine Gevertz — 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

PPB Capital Partners, LLC's EIN is 46-2311742.

EIN 46-2311742

Plan number 001

Plan year 2025

ACK ID 20260513100915NAL0015068402001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PPB Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PPB Capital Partners, 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 PPB CAPITAL PARTNERS, LLC.

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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

Helping the score