Benevis 401(k) Retirement Savings Plan
Sponsored by New Benevis, Inc · EIN 201670242 · Plan #001
- Total assets
- $79.1M
- Net assets
- $79.1M
- Active participants
- 2,441
- With balances
- 2,842
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $370,539 |
| Creative Planning Lockton Retiremen | Investment advisory (plan), Other fees, Investment advisory (participants) | $75,000 |