Original filing (PDF)20250617084808NAL0000742563001

BENEFITS, INC.

Name: BENEFITS, INC. — BENEFITS, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: BENEFITS, INC.

Form 5500-SF

FILING_RECEIVED

BENEFITS, INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

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 BENEFITS, INC..

Plan sponsor

Name

BENEFITS, INC.

EIN

39-1458932

Address

250 NORTH PATRICK BLVD SUITE 100 · BROOKFIELD, WI · 53045

Phone

(262) 207-1999

Industry

Insurance Agencies & Brokerages· 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

2025-06-17

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

INSURANCE AGENCIES INC

INSURANCE AGENCIES INC 401(K) PROFIT SHARING PLAN & TRUST

$11.3M · 64 participants

SNEDEKER RISK MANAGEMENT, LTD.

SNEDEKER RISK MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN

$11.3M · 13 participants

CHARTER OAK FINANCIAL, INC.

CHARTER OAK FINANCIAL INCORPORATED 401(K) PROFIT SHARING PLAN

$11.3M · 74 participants

WHITE & ASSOCIATES, INC.

WHITE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$11.2M · 90 participants

CORPORATE 4 INSURANCE AGENCY, INC.