How big is Benchmark Financial Group, LLC's plan?

Benchmark Financial Group, LLC's plan reported $4.5M in assets and 8 participants for 2024.

Original filing (PDF)20250827120730NAL0009355105001

Benchmark Financial Group, LLC

Name: Benchmark Financial Group, LLC — Benchmark Financial, Form 5500 (2024)
Creator: Benchmark Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benchmark Financial Group, LLC 401(k) Plan

401(k) retirement plan · Benchmark Financial Group, LLC's Benchmark Financial Group, LLC 401(k) Plan held $4.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Benchmark Financial Group, LLC's EIN is 20-2247755.

EIN 20-2247755

Plan number 001

Plan year 2024

ACK ID 20250827120730NAL0009355105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benchmark Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

BENCHMARK FINANCIAL GROUP, LLC

EIN

all filings

Address

2351 NW BOCA RATON BLVD · SUITE 100 · BOCA RATON, FL · 33431

Phone

(561) 872-2035

Industry

CPA Offices· Professional & Technical Services

Plan administrator