Back to filter
Original filing (PDF)20251009122627NAL0010942304001
THE BENTON GROUP, LLC
Form 5500-SF
FILING_RECEIVED
THE BENTON GROUP, LLC DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BENTON GROUP, LLC.
Plan sponsor
Name
THE BENTON GROUP, LLC
EIN
47-2250461
Address
13200 APPALOOSA CHASE DRIVE · AUSTIN, TX · 78732
Phone
(858) 922-6961
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
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 providersRelated plans
Similar-size Finance & Insurance plans
MORGAN & ASSOCIATES
MORGAN & ASSOCIATES 401(K) PLAN
$1.5M · 1 participants
SEUBERT FINANCIAL, INC.
SEUBERT FINANCIAL, INC. 401(K) PLAN
$1.5M · 4 participants
ELMWOOD WEALTH MANAGEMENT, INC.
ELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN
$1.5M · 4 participants
HFG WEALTH MANAGEMENT, LLC
HFG WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
$1.5M · 13 participants
NEBULA RESEARCH AND DEVELOPMENT LLC
NEBULA RESEARCH AND DEVELOPMENT LLC 401(K) PLAN
$1.5M · 9 participants
NOVA WEALTH MANAGEMENT
NOVA WEALTH MANAGEMENT 401K PLAN
$1.5M · 4 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants