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Original filing (PDF)20250724145327NAL0005688049001
BENETRENDS, INC.
Form 5500
FILING_RECEIVED
BENETRENDS, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
109
Accounts w/ balance
107
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
28 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENETRENDS, INC..
Plan sponsor
Name
BENETRENDS, INC.
EIN
35-2519056
Address
1684 S BROAD STREET · STE 130 · LANSDALE, PA · 194465422
Phone
(866) 271-3550
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTIC PENSION SERVICES, INC. | 23-2942715 | KENNETT SQUARE, PA | RECORDKEEPER | $19K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELFINT LYONS & SHUMAN PA | 51-0232399 | — | AUDIT | $14K | — |
Investments
15 direct securities · 28 pooled funds· $7.9M(100% of reported assets)
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.
Pooled Separate Account
$4.5M
28 holdings
Uncategorized
$3.4M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Stable Value Core Option Insurance General Account | — | — | — | $1.3M | 21.7% | |
| American Funds Growth Fund of America Pooled Separate Account | — | — | — | $939K | 15.6% | |
| AMER FUNDS GROW FUND OF AMER RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $938K | 15.6% | |
| TRANSAMER PART STOCK INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $558K | 9.3% | |
| STATE STR US BOND INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $545K | 9.1% | |
| LOOMIS SAYLES INVT GRADE BD RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $536K | 8.9% | |
| American Funds Washington Mutual Pooled Separate Account | — | — | — | $466K | 7.8% | |
| AMER FDS WASH MUT INV RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 235 | Pooled Separate Account | — | — | $465K | 7.7% | |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $183K | 3.0% | |
| VANGUARD SMALL CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $157K | 2.6% | |
| Participant Loans Bearing interest at 4.25%-9.50% - | — | — | — | $144K | 2.4% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $122K | 2.0% | |
| DFA U.S. Target Valued Pooled Separate Account | — | — | — | $120K | 2.0% | |
| DFA US TARGETED VALUE PORT RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $120K | 2.0% | |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 539 | Pooled Separate Account | — | — | $110K | 1.8% | |
| American Funds Balanced Pooled Separate Account | — | — | — | $95K | 1.6% | |
| AMERICAN FUNDS BALANCE RET OPT TRANSAMERICA LIFE INSURANCE COOMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $95K | 1.6% | |
| Transamerica LifeGoal 2030 with BlackRock Pooled Separate Account | — | — | — | $88K | 1.5% | |
| TRANSAMER LIFGL 2030 W/BLCRCK RE OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $88K | 1.5% | |
| American Funds EuroPacific Growth Pooled Separate Account | — | — | — | $87K | 1.5% | |
| AMER FUNDS EUROPACIFIC GWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $87K | 1.5% | |
| INVESCO AMERICAN VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 580 | Pooled Separate Account | — | — | $70K | 1.2% | |
| INVESCO DISC MID CAP GROW RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 253 | Pooled Separate Account | — | — | $67K | 1.1% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $66K | 1.1% | |
| HARTFORD SMALL CAP GROWTH HLS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 647 | Pooled Separate Account | — | — | $61K | 1.0% | |
| STATE STR S&P MID CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $58K | 1.0% | |
| Transamerica LifeGoal 2040 with BlackRock Pooled Separate Account | — | — | — | $51K | 0.8% | |
| TRANSAMER LIFGL 2040 W/BLCRCK RE OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $51K | 0.8% | |
| Transamerica LifeGoal 2035 with BlackRock Pooled Separate Account | — | — | — | $48K | 0.8% | |
| TRANSAMER LIFGL 2035 W/BLKRCK RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $48K | 0.8% | |
| AMERICANS NEW WORLD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $41K | 0.7% | |
| State Street Emerging Markets Index Pooled Separate Account | — | — | — | $29K | 0.5% | |
| STATE STR EMEG MRKTS IDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $29K | 0.5% | |
| Transamerica LifeGoal 2045 with BlackRock Pooled Separate Account | — | — | — | $25K | 0.4% | |
| TRANSAMER LFGL 2045 W/BLKRCK RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $25K | 0.4% | |
| Transamerica LifeGoal 2055 with BlackRock Pooled Separate Account | — | — | — | $4K | <0.1% | |
| TRANSAMER LIFGL 2055 W/BLKRCK RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Transamerica LifeGoal 2060 with BlackRock Pooled Separate Account ** 56 * Transamerica LifeGoal Retirement with BlackRock Pooled Separate Account | — | — | — | $1K | <0.1% | |
| TRANSAMER LFGL RET W/BLKRCK RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Transamerica LifeGoal 2050 with BlackRock Pooled Separate Account | — | — | — | $1K | <0.1% | |
| TRANSAMER LIFGL 2050 W/BLCRCK RE OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $56 | <0.1% | |
| TRANSAMER LFGL 2025 W/BLKRCK RETOPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $0 | <0.1% |
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