How big is PB Restaurants, LLC's plan?

PB Restaurants, LLC's plan reported $32.2M in assets and 8,647 participants for 2023.

Original filing (PDF)20251014111430NAL0001270083001

PB Restaurants, LLC

Name: PB Restaurants, LLC — EARL Enterprises Retirement, Form 5500 (2023)
Creator: PB Restaurants, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EARL Enterprises Retirement Savings Plan

401(k) retirement plan · PB Restaurants, LLC's EARL Enterprises Retirement Savings Plan held $32.2M in plan assets for 8,647 participants in 2023, with Empower as recordkeeper.

Signals · 2

Late filing · 10.9 moLate participant contributions

Active participants

8,647

Accounts w/ balance

939

Plan assets (EOY)

$32.2M

Net assets (EOY)

$32.2M

People on this filing

Giovanni Yruela signed PB Restaurants, LLC's 2023 Form 5500 as plan administrator.

Giovanni Yruela — 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 Restaurants, LLC's EIN is 59-3283783.

EIN 59-3283783

Plan number 001

Plan year 2023

ACK ID 20251014111430NAL0001270083001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for PB Restaurants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

PB Restaurants, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 RESTAURANTS, LLC.

Finding similar companies…

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 10.9 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 88K (3% of contributions).
Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

PB RESTAURANTS, LLC

EIN

all filings

Address

4700 MILLENIA BLVD SUITE 400 · ORLANDO, FL · 32839

Phone

(407) 903-5561

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$59K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

34 direct securities· $32.2M(100% of reported assets)

Mutual Funds

$28.3M

26 holdings

Common Collective Trusts

$2.4M

2 holdings

Other securities

$1.4M

6 holdings

					% of plan
Vanguard Target Retirement 2040	Mutual Funds	—	—	$4.1M	12.8%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$3.9M	12.2%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$3.0M	9.3%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$2.9M	9.1%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$2.7M	8.3%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$1.8M	5.7%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$1.7M	5.2%
Vanguard Treasury Money Market Inv	Mutual Funds	—	—	$1.3M	3.9%
Harbor Funds Harbor Capital Appreciation Retirement	Mutual Funds	—	—	$1.2M	3.6%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$1.1M	3.4%
Vanguard Mid Cap Index Fund - Admiral	Common Collective Trusts	—	—	$754K	2.3%
Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	—	$655K	2.0%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$648K	2.0%
Vanguard Lifestrategy Growth	Mutual Funds	—	—	$615K	1.9%
through November 2036 -	Other securities	—	—	$601K	1.9%
American Funds American Fund Cap World G&I	Mutual Funds	—	—	$535K	1.7%
Vanguard Windsor II Fund - Admiral	Mutual Funds	—	—	$519K	1.6%
Vanguard Lifestrategy Moderate Growth	Mutual Funds	—	—	$490K	1.5%
Dodge & Cox Dodge & Cox Stock	Mutual Funds	—	—	$480K	1.5%
Dodge & Cox Dodge & Cox International Stock	Mutual Funds	—	—	$463K	1.4%
Dodge & Cox Dodge & Cox Income	Mutual Funds	—	—	$399K	1.2%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$392K	1.2%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$264K	0.8%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$261K	0.8%
Lazard Intl Strategic Equity	Other securities	—	—	$256K	0.8%
JP Morgan JP Morgan Mid Cap Value L	Other securities	—	—	$245K	0.8%
Vanguard Lifestrategy Cnserv Gr	Mutual Funds	—	—	$233K	0.7%
Blackrock Mid-Cap Growth Equity Instl	Other securities	—	—	$229K	0.7%
PIMCO Real Return	Mutual Funds	—	—	$193K	0.6%
Vanguard Target Retirement Income	Mutual Funds	—	—	$124K	0.4%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$69K	0.2%
Royce Small-Cap Total Return	Other securities	—	—	$55K	0.2%
Baird Short-Term Bond Fund	Other securities	—	—	$43K	0.1%
Vanguard Lifestrategy Income	Mutual Funds	—	—	$3K	<0.1%