How big is Potestio Brothers Equipment, Inc.'s plan?

Potestio Brothers Equipment, Inc.'s plan reported $2.7M in assets and 60 participants for 2024.

Original filing (PDF)20251001091504NAL0012974193001

Potestio Brothers Equipment, Inc.

Name: Potestio Brothers Equipment, Inc. — PBE, Inc. 401(k), Form 5500 (2024)
Creator: Potestio Brothers Equipment, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PBE, Inc. 401(k) Plan

401(k) retirement plan · Potestio Brothers Equipment, Inc.'s PBE, Inc. 401(k) Plan held $2.7M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Potestio Brothers Equipment, Inc.'s EIN is 84-1193905.

EIN 84-1193905

Plan number 001

Plan year 2024

ACK ID 20251001091504NAL0012974193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potestio Brothers Equipment, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potestio Brothers Equipment, Inc.'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 POTESTIO BROTHERS EQUIPMENT, INC..

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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

Knocking points off