Original filing (PDF)20251010161046NAL0004400867001

BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS

Name: BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS — MEMBER BENEFITS 401(K) PLAN, Form 5500 (2024)
Creator: BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS

Form 5500-SF

FILING_RECEIVED

MEMBER BENEFITS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS.

Plan sponsor

Name

BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS

EIN