Kristine Atengco signed Benecard Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Benecard Services, Inc.'s EIN is 22-2998772.
Download the official 2024 Form 5500 (PDF) for Benecard Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Benecard Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $11.4M | 24.3% | |
| Managed CIT TR * SEI Trust Company Principal/T. Rowe Price Institutional Large-Cap Growth | Common Collective Trusts | — | — | $11.1M | 23.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $9.7M | 20.7% | |
| SEI Trust Company Principal/BlackRock S&P 500 Index CIT N | Common Collective Trusts | — | — | $7.4M | 15.7% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $7.0M | 14.9% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $3.8M | 8.1% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $2.8M | 5.9% | |
| SEI Trust Company Principal/BlackRock S&P 500 Index CIT TR | Common Collective Trusts | — | — | $2.3M | 5.0% | |
| Managed CIT N * SEI Trust Company Allspring Core Bond CIT N | Common Collective Trusts | — | — | $1.9M | 4.1% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.6% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.0% | |
| SEI Trust Company Principal/BlackRock International Equity Index CIT TR | Common Collective Trusts | — | — | $1.3M | 2.8% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.8% | |
| Fidelity Asset Manager 50% Fund | Mutual Funds | — | — | $1.3M | 2.7% | |
| SEI Trust Company Principal/MFS Value CIT N | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| SEI Trust Company Principal/BlackRock S&P MidCap Index CIT N | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| Dreyfus Investments DFA Emerging Markets Portfolio | Mutual Funds | — | — | $886K | 1.9% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $880K | 1.9% | |
| SEI Trust Company Allspring Core Bond CIT TR | Common Collective Trusts | — | — | $828K | 1.8% | |
| T. Rowe Price Small-Cap Stock Fund Inc | Common Stocks | — | — | $817K | 1.7% | |
| American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $713K | 1.5% | |
| SEI Trust Company Principal/BlackRock S&P MidCap Index CIT TR | Common Collective Trusts | — | — | $618K | 1.3% | |
| Acadian Asset Management Emerging Markets Equity Fund | Other securities | — | — | $511K | 1.1% | |
| Northern Trust Global Real Estate Index - TR | Other securities | — | — | $463K | 1.0% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $431K | 0.9% | |
| PIMCO Real Return/Institutional - TR | Mutual Funds | — | — | $425K | 0.9% | |
| American Funds EuroPacific Gr R6 TR | Mutual Funds | — | — | $414K | 0.9% | |
| SEI Trust Company Principal/MFS Value CIT TR | Common Collective Trusts | — | — | $325K | 0.7% | |
| SEI Trust Company Principal/T. Rowe Price Institutional Large-Cap Growth | Common Stocks | — | — | $267K | 0.6% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $180K | 0.4% | |
| PIMCO High Yield I - TR | Mutual Funds | — | — | $122K | 0.3% | |
| (E) | Other securities | — | — | $1K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
