Original filing (PDF)20240726141857NAL0016140849001

BENNETT ELDERKIN, INC.

Name: BENNETT ELDERKIN, INC. — BENNETT ELDERKIN, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: BENNETT ELDERKIN, INC.

Form 5500-SF

FILING_RECEIVED

BENNETT ELDERKIN, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENNETT ELDERKIN, INC..

Plan sponsor

Name

BENNETT ELDERKIN, INC.

EIN

26-2018845

Address

1628 N.E. 17TH WAY · FORT LAUDERDALE, FL · 33305

Phone

(954) 485-9910

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-04-01

Tax period

2024-05-31

Filed

2024-07-26

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

LR HOLDINGS LLC

LR HOLDINGS 401(K) PLAN

ACE HANDYMAN SERVICES, INC.

AHS INC 401(K) PLAN

BLAKE WARD HOLDINGS, LLC

JERSEY MIKES-401K PLAN

SUN WORLD INVESTMENTS, L.P.

SUN WORLD 401(K) SAVINGS PLAN

YUMA GROUP CORP

YUMA GROUP CORP 401(K) PLAN

GMS SERVICES, LLC