How big is Bennett & Company CPAS' plan?

Bennett & Company CPAS' plan reported $638K in assets and 2 participants for 2024.

Original filing (PDF)20251014150129NAL0001580627002

Bennett & Company CPAS

Name: Bennett & Company CPAS — Bennett & Company CPAS, Form 5500 (2024)
Creator: Bennett & Company CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bennett & Company CPAS 401(k) Plan

401(k) retirement plan · Bennett & Company CPAS' Bennett & Company CPAS 401(k) Plan held $638K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

Plan identifiers

Bennett & Company CPAS' EIN is 20-4347937.

EIN 20-4347937

Plan number 001

Plan year 2024

ACK ID 20251014150129NAL0001580627002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bennett & Company CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bennett & Company CPAS' 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 BENNETT & COMPANY CPAS.

Finding similar companies…

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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BENNETT & COMPANY CPAS

EIN

all filings

Address

1209 ISLEWORTH DRIVE · LOUISVILLE, KY · 40245

Phone

(502) 425-3030

Industry

CPA Offices· Professional & Technical Services

Plan administrator