Benchmark Group 401(k) Plan
Sponsored by Benchmark Financial Group, Inc. · EIN 161220236 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 147
- With balances
- 235
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Other fees, Recordkeeping fees | $28,487 |
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $25,295 |
| Chiampou Travis Besaw And Kershner | Accounting, Direct payment from the plan | $5,030 |