Original filing (PDF)20251010105002NAL0017700770001

BENCHMARK EDUCATION COMPANY LLC

Name: BENCHMARK EDUCATION COMPANY LLC — BENCHMARK EDUCATION COMPANY PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: BENCHMARK EDUCATION COMPANY LLC

Form 5500

FILING_RECEIVED

BENCHMARK EDUCATION COMPANY PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

640

Accounts w/ balance

761

Plan assets (EOY)

$43.4M

Net assets (EOY)

$43.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENCHMARK EDUCATION COMPANY LLC.

Plan sponsor

Name

BENCHMARK EDUCATION COMPANY LLC

EIN

13-3996703

Address

145 HUGUENOT STREET 8TH FLOOR · NEW ROCHELLE, NY · 10801

Phone

(914) 637-7270

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$64K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WBG ADVISORS	27-0628366	—	ADVISOR	$26K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $467K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.