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BENDZINSKI & COMPANY MUNICIPAL FINANCE ADVISORS — BENDZINSKI & CO. PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250127090409NAL0012012529001
BENDZINSKI & COMPANY MUNICIPAL FINANCE ADVISORS
Form 5500-SF
FILING_RECEIVED
BENDZINSKI & CO. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BENDZINSKI & COMPANY MUNICIPAL FINANCE ADVISORS
.
Find decision makers
Plan sponsor
Name
BENDZINSKI & COMPANY MUNICIPAL FINANCE ADVISORS
EIN
38-2143158
Address
17000 KERCHEVAL AVE. SUITE 230 · GROSSE POINTE, MI · 48230
Phone
(313) 961-8222
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-01-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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
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