Back to filter
Original filing (PDF)20251010105224NAL0012361280001
BENDERSON DEVELOPMENT CO., LLC
Form 5500
FILING_RECEIVED
BENDERSON DEVELOPMENT CO., LLC 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
403
Accounts w/ balance
459
Plan assets (EOY)
$71.6M
Net assets (EOY)
$71.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENDERSON DEVELOPMENT CO., LLC.
Plan sponsor
Name
BENDERSON DEVELOPMENT CO., LLC
EIN
16-1549911
Address
7978 COOPER CREEK BOULEVARD · UNIVERSITY PARK, FL · 34201
Phone
(716) 878-9690
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BROCK, SCHECHTER & POLAKOFF, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL | — | NASHVILLE, TN | RETAINED BY EMPLOYER | $56K | — |
| JOHN HANCOCK RETIREMENT PLAN SRVS | 01-0233346 | — | RETAINED BY EMPLOYER | $32K | — |
Investments
29 direct securities · 1 pooled fund· $76.4M(100% 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.
Uncategorized
$68.8M
28 holdings
Common Collective Trust
$4.8M
1 holding
Mutual Funds
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Blue Chip Growth | — | — | — | $8.3M | 11.6% | |
| Columbia Dividend Income | — | — | — | $6.5M | 9.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $6.2M | 8.7% | |
| Fidelity 500 Index Fund Premium Class | — | — | — | $5.8M | 8.1% | |
| American 2030 Target Date Retirement Fund | — | — | — | $4.9M | 6.9% | |
| American Balanced Fund | — | — | — | $4.8M | 6.7% | |
| Common Collective Trust * John Hancock Trust Company MetLife Stable Value Fund | — | — | — | $4.8M | 6.6% | |
| METLIFE SV SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.8M | 6.6% | |
| American 2050 Target Date Retirement Fund | — | — | — | $3.6M | 5.0% | |
| American 2035 Target Date Retirement Fund | — | — | — | $3.5M | 4.9% | |
| Massachusetts Financial Services MFS International Value | — | — | — | $3.2M | 4.5% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund Class A | Mutual Funds | — | — | $2.9M | 4.0% | |
| American 2045 Target Date Retirement Fund | — | — | — | $2.7M | 3.8% | |
| American 2025 Target Date Retirement Fund | — | — | — | $2.4M | 3.4% | |
| American 2040 Target Date Retirement Fund | — | — | — | $1.9M | 2.6% | |
| Vanguard Small Cap Index | — | — | — | $1.7M | 2.4% | |
| American 2060 Target Date Retirement Fund | — | — | — | $1.2M | 1.7% | |
| American 2020 Target Date Retirement Fund | — | — | — | $1.1M | 1.6% | |
| American 2055 Target Date Retirement Fund | — | — | — | $1.1M | 1.5% | |
| PIMCO Income A | — | — | — | $1.1M | 1.5% | |
| Fidelity Advisor New Insights Fund | — | — | — | $981K | 1.4% | |
| Fidelity Spartan Mid Cap Index Advantage | — | — | — | $786K | 1.1% | |
| Fidelity Spartan US Bond Index Fund | — | — | — | $504K | 0.7% | |
| Keeley Macquarie Emerging Markets A | — | — | — | $393K | 0.5% | |
| Cohen & Steers Cohen & Steers Realty Income A | — | — | — | $392K | 0.5% | |
| Participant Loans Notes receivable - participants with inte rest rates ranging from 4.25 to 9.50 percent - | — | — | — | $379K | 0.5% | |
| American 2065 Target Date Retirement Fund | — | — | — | $267K | 0.4% | |
| Fidelity International Index Fund | — | — | — | $236K | 0.3% | |
| American 2010 Target Date Retirement Fund | — | — | — | $38K | <0.1% | |
| American 2015 Target Date Retirement Fund | — | — | — | $10K | <0.1% |
Related plans
Other plans using UBS FINANCIAL
PTC INC.
PTC 401K SAVINGS PLAN
$856.0M · 2,450 participants
SHARP REES-STEALY MEDICAL GROUP, INC.
SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN
$246.0M · 848 participants
CALFEE HALTER & GRISWOLD, LLP
CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN
$209.0M · 220 participants
SEMINOLE TRIBE OF FLORIDA
SEMINOLE TRIBE OF FLORIDA 401(K) PLAN
$202.7M · 2,352 participants
FLYING FOOD FARE, INC.
FLYING FOOD FARE, INC. 401(K) PLAN
$87.6M · 4,463 participants
SPECTRUM BRANDS, INC.
SPECTRUM BRANDS, INC. MERGED PENSION PLAN
$50.2M · 33 participants
Similar-size Real Estate plans
C. J. SEGERSTROM & SONS
C.J. SEGERSTROM & SONS 401(K) SAVINGS & INVESTMENT PLAN
$76.7M · 355 participants
MAJESTIC REALTY CO.
MRC 401(K) SAVINGS PLAN
$79.1M · 252 participants
PIEDMONT OFFICE REALTY TRUST INC
PIEDMONT 401(K) PLAN
$60.3M · 148 participants
HUDSON PACIFIC PROPERTIES, LP
HUDSON PACIFIC PROPERTIES 401(K) PLAN
$59.7M · 318 participants
CENTERPOINT PROPERTIES TRUST
CENTERPOINT PROPERTIES TRUST 401(K) PLAN
$55.8M · 143 participants
REALTY INCOME CORPORATION
REALTY INCOME RETIREMENT SAVINGS PLAN
$55.4M · 404 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants