Original filing (PDF)20250709135259NAL0004849905001

PROFESSIONAL BENEFIT ADVISORS, INC.

Name: PROFESSIONAL BENEFIT ADVISORS, INC. — PROFESSIONAL BENEFIT CONSULTANT, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PROFESSIONAL BENEFIT ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

PROFESSIONAL BENEFIT CONSULTANT, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROFESSIONAL BENEFIT ADVISORS, INC..

Plan sponsor

Name

PROFESSIONAL BENEFIT ADVISORS, INC.

EIN

81-3026593

Address

1115 BROOKSIDE ROAD, #3627 · P.O. BOX 3627 · ALLENTOWN, PA · 18106

Phone

(215) 735-7100

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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