Original filing (PDF)20251007140220NAL0004874641001

ROBERT BENNIS CONSULTING, LTD.

Name: ROBERT BENNIS CONSULTING, LTD. — ROBERT BENNIS CONSULTING, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: ROBERT BENNIS CONSULTING, LTD.

Form 5500-SF

FILING_RECEIVED

ROBERT BENNIS CONSULTING, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 ROBERT BENNIS CONSULTING, LTD..

Plan sponsor

Name

ROBERT BENNIS CONSULTING, LTD.

EIN

37-1797844

Address

22 MEADOWLARK LANE · OYSTER BAY, NY · 11771

Phone

(917) 885-6184

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RAVEN CAPITAL MANAGEMENT, LLC

RAVEN CAPITAL MANAGEMENT 401K PS

$2.1M · 21 participants

EDUCATORS FINANCIAL STRATEGIES CORP

$2.1M · 4 participants

LION POINT CAPITAL LP

LION POINT CAPITAL, LP 401K PLAN AND TRUST

$2.1M · 8 participants

REASON FINANCIAL

REASON FINANCIAL 401(K) PLAN

$2.1M · 18 participants

BRIGADOON FINANCIAL INC.

BRIGADOON FINANCIAL INC S/H 401K

$2.1M · 17 participants