How big is Benchmark Strategies, LLC's plan?

Benchmark Strategies, LLC's plan reported $506K in assets and 9 participants for 2024.

Original filing (PDF)20250522153317NAL0002356771001

Benchmark Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

Benchmark Strategies 401(k) Plan

401(k) retirement plan · Benchmark Strategies, LLC's Benchmark Strategies 401(k) Plan held $506K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

People on this filing

Sarah HONG signed Benchmark Strategies, LLC's 2024 Form 5500 as plan administrator.

Sarah HONG — 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

Benchmark Strategies, LLC's EIN is 46-4077204.

EIN 46-4077204

Plan number 001

Plan year 2024

ACK ID 20250522153317NAL0002356771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benchmark Strategies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENCHMARK STRATEGIES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

BENCHMARK STRATEGIES, LLC

EIN

all filings

Address

ONE BOSTON PLACE · 26TH FLOOR · BOSTON, MA · 02108

Phone

(617) 419-7107

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator