How big is Benedict Financial Advisors, Inc.'s plan?

Benedict Financial Advisors, Inc.'s plan reported $6.2M in assets and 7 participants for 2024.

Original filing (PDF)20250605084003NAL0011372017001

Benedict Financial Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Benedict Financial 401(k) Profit Sharing Plan

401(k) retirement plan · Benedict Financial Advisors, Inc.'s Benedict Financial 401(k) Profit Sharing Plan held $6.2M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Benedict Financial Advisors, Inc.'s EIN is 58-1490193.

EIN 58-1490193

Plan number 001

Plan year 2024

ACK ID 20250605084003NAL0011372017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benedict Financial Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENEDICT FINANCIAL ADVISORS, INC..

Finding similar companies…

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