What public Form 5500 filings show about the Benchmark Financial Group, Inc. 401(k) plan — and how to find and check your own account.
Benchmark Financial Group, Inc. (EIN 16-1220236) reports BENCHMARK GROUP 401(K) PLAN on its most recent Form 5500, with $22.8M in plan assets across 147 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Benchmark Financial Group, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Benchmark Financial Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHIAMPOU TRAVIS BESAW AND KERSHNER, MERRILL LYNCH RETIREMENT & BENEFIT.
