PBM Capital Group 401(k) match, vesting and fees
What PBM Capital Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 146,150 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| PBM Capital Group: employer contribution per participant | $3,395 | |
| Peer median | $2,267 |
| PBM Capital Group: average balance | $102,852 | |
| Peer median | $64,582 |
| PBM Capital Group: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.4M at the end of plan year 2022 to $7.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 124 | $7.9M | $261K | $3,395 | 0.39% | Not published | Form 5500 ↗ |
| 2024 | 122 | $6.6M | $219K | $2,838 | 0.81% | Not published | Form 5500 ↗ |
| 2023 | 127 | $5.6M | $374K | $3,629 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 124 | $4.4M | $479K | $4,559 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does PBM Capital Group match 401(k) contributions?
The match terms for the Pbm Capital Group, Llc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $261K in employer contributions, about $3,395 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the PBM Capital Group 401(k) match vested?
The vesting schedule for the Pbm Capital Group, Llc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the PBM Capital Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Fidelity Management Trust Company.
I left PBM Capital Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fidelity Management Trust Company, (859) 386-4199) or the recordkeeper, Fidelity Investments Institutional. The PBM Capital Group old 401(k) page lists the contacts from every plan filing. Find an old PBM Capital Group 401(k)
Data from the public Form 5500 annual reports PBM Capital Group filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with PBM Capital Group. Not financial advice. Report a correction · Methodology