How big is Benchmark Financial, LLC's plan?

Benchmark Financial, LLC's plan reported $3.3M in assets and 21 participants for 2024.

Original filing (PDF)20250919125412NAL0002730432001

Benchmark Financial, LLC

Name: Benchmark Financial, LLC — Benchmark 401(k) Plan, Form 5500 (2024)
Creator: Benchmark Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benchmark 401(k) Plan

401(k) retirement plan · Benchmark Financial, LLC's Benchmark 401(k) Plan held $3.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Elian Levatino signed Benchmark Financial, LLC's 2024 Form 5500 as plan administrator.

Elian Levatino — 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

Benchmark Financial, LLC's EIN is 62-1792251.

EIN 62-1792251

Plan number 001

Plan year 2024

ACK ID 20250919125412NAL0002730432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benchmark Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score