Original filing (PDF)20250414115709NAL0003348370001

BEN FRANKLIN TECHNOLOGY PARTNERS OF SE PA

Name: BEN FRANKLIN TECHNOLOGY PARTNERS OF SE PA — BEN FRANKLIN TECHNOLOGY PARTNERS SE PA 403(B), Form 5500 (2023)
Creator: BEN FRANKLIN TECHNOLOGY PARTNERS OF SE PA

Form 5500-SF

FILING_RECEIVED

BEN FRANKLIN TECHNOLOGY PARTNERS SE PA 403(B)

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEN FRANKLIN TECHNOLOGY PARTNERS OF SE PA.

Plan sponsor

Name

BEN FRANKLIN TECHNOLOGY PARTNERS OF SE PA

EIN

23-2527210

Address

4800 S 13TH STREET, STE 200 · THE NAVY YARD · PHILADELPHIA, PA · 19112

Phone

(215) 972-6700

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

CABOT WELLINGTON LLC

CABOT WELLINGTON LLC 401(K) PROFIT SHARING PLAN & TRUST

$7.2M · 7 participants

NATIONAL MARKETING RESOURCES, LLC

NATIONAL MARKETING RESOURCES, LLC 401(K) PLAN

$7.2M · 51 participants

STOKES & ASSOCIATES, INC.

STOKES & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$7.2M · 32 participants

POTOMAC INSTITUTE FOR POLICY STUDIES

POTOMAC INSTITUTE FOR POLICY STUDIES 403(B) PLAN

$7.2M · 20 participants

THE BURKHALTER GROUP, INC.