How big is Bencor Inc.'s plan?

Bencor Inc.'s plan reported $1.9M in assets and 8 participants for 2024.

Original filing (PDF)20250930155410NAL0013469232001

Bencor Inc.

Name: Bencor Inc. — Bencor Safe Harbor 401(k) Plan, Form 5500 (2024)
Creator: Bencor Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bencor Safe Harbor 401(k) Plan

401(k) retirement plan · Bencor Inc.'s Bencor Safe Harbor 401(k) Plan held $1.9M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Carole Dubosky signed Bencor Inc.'s 2024 Form 5500 as plan administrator.

Carole Dubosky — 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

Bencor Inc.'s EIN is 59-3578144.

EIN 59-3578144

Plan number 001

Plan year 2024

ACK ID 20250930155410NAL0013469232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bencor Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

BENCOR INC.

EIN

all filings

Address

2 N. TAMIAMI TRAIL SUITE 602 · SARASOTA, FL · 342365559

Phone

(941) 366-2779

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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