Original filing (PDF)20241015163654NAL0057268850001

BENEFIT SOLUTIONS, INC.

Name: BENEFIT SOLUTIONS, INC. — BENEFIT SOLUTIONS, INC. 401(K) PLAN, Form 5500 (2023)
Creator: BENEFIT SOLUTIONS, INC.

Form 5500-SF

FILING_RECEIVED

BENEFIT SOLUTIONS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

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 BENEFIT SOLUTIONS, INC..

Plan sponsor

Name

BENEFIT SOLUTIONS, INC.

EIN

51-0439960

Address

5347 U S ROUTE 60 · HUNTINGTON, WV · 25705

Phone

(304) 302-0801

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IRA PLAN PARTNERS, LLC

IRA PLAN PARTNERS LLC 401(K) PLAN

$334K · 7 participants

RAMON FINANCIAL SERVICES, LLC

RAMON FINANCIAL SERVICES 401(K) PLAN

$332K · 3 participants

BOARD OF TRUSTEES, LOCAL 138, 138A & 138B LEGAL FUND

LOCAL 138, 138A & 138B LEGAL FUND

$331K · 1,308 participants

MARCELLUS S. WILLIAMS, JR.

MARCELLUS S. WILLIAMS, JR. PROFIT SHARING PLAN

$330K · 2 participants

TRIDENT RETIREMENT SERVICES, LLC

TRIDENT RETIREMENT SERVICES, LLC 401K PLAN