How big is Bench Tree Group LLC's plan?

Bench Tree Group LLC's plan reported $2.5M in assets and 43 participants for 2025.

Original filing (PDF)20260521091047NAL0004819570001

Bench Tree Group LLC

Name: Bench Tree Group LLC — Bench Tree Group 401(k) Plan, Form 5500 (2025)
Creator: Bench Tree Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bench Tree Group 401(k) Plan

401(k) retirement plan · Bench Tree Group LLC's Bench Tree Group 401(k) Plan held $2.5M in plan assets for 43 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Livia L. Contreras signed Bench Tree Group LLC's 2025 Form 5500 as plan administrator.

Livia L. Contreras — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bench Tree Group LLC's EIN is 20-0138417.

EIN 20-0138417

Plan number 001

Plan year 2025

ACK ID 20260521091047NAL0004819570001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bench Tree Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bench Tree Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENCH TREE GROUP LLC.

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Plan health score

Above-average plan

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

Knocking points off