PBS ASO, LLC RETIREMENT PLAN
Plan Contact
- Address: 2189 PARKWAY LAKE DRIVE,BIRMINGHAM,AL
- Contact person: JAMES B. SHARP
- Phone: (205) 271-5422
Plan General Information
PBS ASO, LLC RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of PBS ASO, LLC RETIREMENT PLAN is $9,281,860.00.This plan was established in 2020.
PBS ASO, LLC RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in PBS ASO, LLC RETIREMENT PLAN is 620
PBS ASO, LLC RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for PBS ASO, LLC RETIREMENT PLAN is $14,970.00
PBS ASO, LLC RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for PBS ASO, LLC RETIREMENT PLAN is $4,439.00.
PBS ASO, LLC RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in PBS ASO, LLC RETIREMENT PLAN is approximately $1,090.00
Investing in this additonal $1,090.00 for 20 years would give you extra $69,812.00, assuming a 10% annual return.
Investing in this additonal $1,090.00 for 20 years would give you extra $69,812.00, assuming a 10% annual return.
PBS ASO, LLC RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, PBS ASO, LLC RETIREMENT PLAN allocates $676,310.00 to match its employees' contributions, providing an employer match rate of 49.14% of their contributions
PBS ASO, LLC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of PBS ASO, LLC RETIREMENT PLAN is 91.30%.
PBS ASO, LLC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for PBS ASO, LLC RETIREMENT PLAN is 41.33%. This measures the effectiveness of the plan participants' investments in the year.
PBS ASO, LLC RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of PBS ASO, LLC RETIREMENT PLAN is 0.93%.
Enrollment Features
PBS ASO, LLC RETIREMENT PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Retirement Plan Contribution Limits in 2024
- How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
- June 2025 MyPlanIQ Portfolio Update
- How to Benefit from Your ESPP (Employer Stock Purchase Plan)
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...