How big is Benningfield Financial Advisors, LLC's plan?

Benningfield Financial Advisors, LLC's plan reported $3.2M in assets and 3 participants for 2024.

Original filing (PDF)20250612101801NAL0028184528001

Benningfield Financial Advisors, LLC

Name: Benningfield Financial Advisors, LLC — Benningfield, Form 5500 (2024)
Creator: Benningfield Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benningfield Financial Advisors, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Benningfield Financial Advisors, LLC's Benningfield Financial Advisors, LLC Cash Balance Pension Plan held $3.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

MILO Benningfield signed Benningfield Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

MILO Benningfield — 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

Benningfield Financial Advisors, LLC's EIN is 45-4432575.

EIN 45-4432575

Plan number 002

Plan year 2024

ACK ID 20250612101801NAL0028184528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benningfield Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Benningfield Financial Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENNINGFIELD FINANCIAL ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score