How big is The Bennett Group, LLC's plan?

The Bennett Group, LLC's plan reported $2.7M in assets and 5 participants for 2024.

Original filing (PDF)20250606141018NAL0009236467001

The Bennett Group, LLC

Name: The Bennett Group, LLC — The Bennett Group, LLC, Form 5500 (2024)
Creator: The Bennett Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bennett Group, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Bennett Group, LLC's The Bennett Group, LLC 401(k) Profit Sharing Plan & Trust held $2.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Penelope Stephens signed The Bennett Group, LLC's 2024 Form 5500 as plan administrator.

Penelope Stephens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Bennett Group, LLC's EIN is 41-2252653.

EIN 41-2252653

Plan number 001

Plan year 2024

ACK ID 20250606141018NAL0009236467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Bennett Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Bennett Group, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BENNETT GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score