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The Beneficient Company Group (USA), L.L.C. 401(k) Plan

What public Form 5500 filings show about the The Beneficient Company Group (USA), L.L.C. 401(k) plan — and how to find and check your own account.

Plan assets
$12.7M
Participants
83
Plans on file
1

The The Beneficient Company Group (USA), L.L.C. 401(k) on its latest Form 5500

The Beneficient Company Group (USA), L.L.C. (EIN 82-3912740) reports THE BENEFICIENT COMPANY GROUP, LP RETIREMENT PLAN on its most recent Form 5500, with $12.7M in plan assets across 83 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 The Beneficient Company Group (USA), L.L.C. filing — schedules, fees, and providers.

Who runs the The Beneficient Company Group (USA), L.L.C. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Beneficient Company Group (USA), L.L.C. 401(k).

How to check your The Beneficient Company Group (USA), L.L.C. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask The Beneficient Company Group (USA), L.L.C. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: The Beneficient Company Group (USA), L.L.C. — all Form 5500 filings (EIN 82-3912740) · Texas employer EIN lookup · Form 5500 search
The Beneficient Company Group (USA), L.L.C. 401(k) Plan — Form 5500