AUMdb

Benchmark Group, Inc. 401(k) Plan

Sponsored by Benchmark Group, Inc. · EIN 710604417 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
256
With balances
229

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stifel Nicolaus & Co Inc Investment advisory (plan) $27,797
Empower Advisory Group, Llc Investment management $18,284
Empower Annuity Insurance Company O Recordkeeping fees $9,619