Benchmark Bank Employees 401 K Plan And Trust
Sponsored by Benchmark Bank · EIN 751163748 · Plan #001
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 169
- With balances
- 206
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 |
|---|---|---|
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Pointe Advisors Co. | Investment advisory (plan), Direct payment from the plan | $53,372 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $21,213 |