Heather Hurst signed Benchmark Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Benchmark Group, Inc.'s EIN is 71-0604417.
Download the official 2024 Form 5500 (PDF) for Benchmark Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Benchmark Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index; 7,585.716 shares | Common Collective Trusts | — | $8K | $1.5M | 12.4% | |
| STATE ST TARGET RET 2050 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 320 | Common Collective Trust | — | $56K | $1.1M | 8.4% | |
| Fidelity Large Cap Growth Index; 24,487.029 shares | Mutual Funds | — | $24K | $959K | 7.7% | |
| State Street US Bond Index Fund; 83,328.223 shares | Common Collective Trusts | — | $83K | $897K | 7.2% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $897K | 7.2% | |
| Fidelity Mid Cap Growth Index; 22,405.536 shares | Mutual Funds | — | $22K | $737K | 5.9% | |
| STATE ST TARGET RET 2060 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 454 | Common Collective Trust | — | $35K | $652K | 5.2% | |
| Fidelity Large Cap Value Index; 31,989.506 shares | Mutual Funds | — | $32K | $580K | 4.6% | |
| American Funds New World Fund; 7,534.465 shares | Mutual Funds | — | $8K | $580K | 4.6% | |
| STATE ST TARGET RET 2045 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 319 | Common Collective Trust | — | $30K | $554K | 4.4% | |
| Fidelity International Index; 11,247.417 shares | Mutual Funds | — | $11K | $535K | 4.3% | |
| Stable Value Account GWI Fixed Account – Series Class I; N/A | Stable Value | — | — | $474K | 3.8% | |
| Fidelity Small Cap Growth Index; 16,770.343 shares | Mutual Funds | — | $17K | $465K | 3.7% | |
| STATE ST TARGET RET 2055 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 325 | Common Collective Trust | — | $24K | $456K | 3.6% | |
| State Street US Inflation Protected Bond Index; 35,911.101 shares | Other securities | — | $36K | $406K | 3.2% | |
| STATE ST US INFL PROTCT BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $406K | 3.2% | |
| iShares Developed Real Estate Index K; 46,131.841 shares | Other securities | — | $46K | $364K | 2.9% | |
| Fidelity Intermediate Treasury Bond Index; 32,653.806 shares | U.S. Treasuries | — | $33K | $309K | 2.5% | |
| Fidelity Mid Cap Value Index; 7,808.974 shares | Mutual Funds | — | $8K | $212K | 1.7% | |
| Fidelity Small Cap Value Index; 7,672.843 shares | Mutual Funds | — | $8K | $196K | 1.6% | |
| American Funds Capital Income Builder; 2,705.032 shares | Mutual Funds | — | $3K | $186K | 1.5% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | $7K | $127K | 1.0% | |
| PGIM High Yield Fund; 23,288.268 shares | Other securities | — | $23K | $111K | 0.9% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | $6K | $90K | 0.7% | |
| STATE ST TARGET RET 2040 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 318 | Common Collective Trust | — | $4K | $80K | 0.6% | |
| American Funds American Balanced Fund; 1,713.666 shares | Mutual Funds | — | $2K | $59K | 0.5% | |
| Fidelity International Bond Index; 4,547.154 shares | Mutual Funds | — | $5K | $42K | 0.3% | |
| BlackRock 60/40 Target Allocation Institutional Fund; 2,791.952 shares | Other securities | — | $3K | $42K | 0.3% | |
| BlackRock 20/80 Target Allocation Fund; 2,697.076 shares | Other securities | — | $3K | $30K | 0.2% | |
| STATE ST TARGET RET 2025 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 315 | Common Collective Trust | — | $1K | $19K | 0.2% | |
| STATE ST TARGET RET 2035 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $10K | <0.1% | |
| Franklin International Growth Fund; 195.634 shares | Mutual Funds | — | — | $3K | <0.1% | |
| BlackRock 80/20 Target Allocation Institutional Fund; 180.59 shares | Other securities | — | — | $3K | <0.1% | |
| WESTERN ASSET CORE PLUS BOND CIF R1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 99-0042880 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| STATE ST TARGET RET 2030 SL CL VI STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $28K |
| — |
