PBFS Retirement Plan
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 004Employer EIN 20-0378887
- Participants (2024)
- 7,669
- Net assets (2024)
- $177 million
- Recordkeeper
- EmpowerEarlier: Voya (2021–2022)
- Plan administrator
- Mercer Investments, LLC
99 High Street
Boston, MA 02110
(617) 747-9500As filed for 2024 - In effect since
- January 1, 2021
Year by year, 2021 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 7,669 | $177 million | Empower |
| 2023 | 5,580 | $117 million | not listed |
| 2022 | 4,395 | $70.7 million | Voya |
| 2021 | 2,995 | $52.7 million | Voya |