How big is Benefits Evaluation Group, Inc.'s plan?

Benefits Evaluation Group, Inc.'s plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250729061658NAL0002876305001

Benefits Evaluation Group, Inc.

Name: Benefits Evaluation Group, Inc. — Benefits Evaluatio, Form 5500 (2024)
Creator: Benefits Evaluation Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benefits Evaluation Group, Inc. 401(k) Plan

401(k) retirement plan · Benefits Evaluation Group, Inc.'s Benefits Evaluation Group, Inc. 401(k) Plan held $1.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Benefits Evaluation Group, Inc.'s EIN is 11-3357574.

EIN 11-3357574

Plan number 001

Plan year 2024

ACK ID 20250729061658NAL0002876305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benefits Evaluation Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Benefits Evaluation Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BENEFITS EVALUATION GROUP, INC.

EIN

all filings

Address

535 BROAD HOLLOW ROAD, SUITE A-3A · MELVILLE, NY · 11747

Phone

(516) 338-2800

Industry

Finance & Insurance

Plan administrator