How big is Benefit Funding Retirement Services, LLC's plan?

Benefit Funding Retirement Services, LLC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20251008120307NAL0003256819001

Benefit Funding Retirement Services, LLC

Name: Benefit Funding Retirement Services, LLC — Form 5500 Plan 002 (2024)
Creator: Benefit Funding Retirement Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benefit Funding Retirement Services Cash Balance Plan

Defined-benefit pension plan · Benefit Funding Retirement Services, LLC's Benefit Funding Retirement Services Cash Balance Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Benefit Funding Retirement Services, LLC's EIN is 26-0601418.

EIN 26-0601418

Plan number 002

Plan year 2024

ACK ID 20251008120307NAL0003256819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benefit Funding Retirement Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Benefit Funding Retirement Services, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENEFIT FUNDING RETIREMENT SERVICES, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score