Benetrends, Inc.'s EIN is 35-2519056.
Download the official 2024 Form 5500 (PDF) for Benetrends, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Benetrends, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELFINT LYONS & SHUMAN PA |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Stable Value Core Option Insurance General Account | Stable Value | — | — | $1.3M | 21.7% | |
| American Funds Growth Fund of America Pooled Separate Account | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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% - | Bonds / Notes | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 51-0232399 |
| — |
| AUDIT |
| $14K |
| — |
