PBG Financial Services, PLLC
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does PBG Financial Services, PLLC audit?
PBG Financial Services, PLLC was the independent auditor for 10 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #864 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 84-4107940 |
| Retirement plan audits (401(k), 403(b), pension) | 10 |
| All audited filings (incl. welfare plans) | 10 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #864 of 3,956 |
| National rank, all audited filings (league-table basis) | #919 of 4,052 |
| Average client size (participants) | 321 |
| Largest client (participants) | 1,647 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does PBG Financial Services, PLLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Illinois | 9 | 90.0% |
| Minnesota | 1 | 10.0% |
Largest concentration: Illinois (9 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does PBG Financial Services, PLLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 9 | 90.0% |
| Qualified | 1 | 10.0% |
| Disclaimer | 0 | 0.0% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by PBG Financial Services, PLLC
| Plan sponsor | State | Participants |
|---|---|---|
| Impact Networking, LLC | IL | 1,647 |
| Redmane Technology, LLC | IL | 318 |
| Ericjon World Wide Holdings, Inc. | IL | 259 |
| Walker Manufacturing Group, LLC | IL | 221 |
| Concept Laboratories, Inc. | IL | 137 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which PBG Financial Services, PLLC (EIN 84-4107940) is named as the plan’s independent qualified public accountant. PBG Financial Services, PLLC did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.