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Original filing (PDF)20251013154150NAL0003415266001
BENCHMARK GROUP, INC.
Form 5500
FILING_RECEIVED
BENCHMARK GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
256
Accounts w/ balance
229
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENCHMARK GROUP, INC..
Plan sponsor
Name
BENCHMARK GROUP, INC.
EIN
71-0604417
Address
1805 N 2ND STREET · ROGERS, AR · 72756
Phone
(479) 636-5004
Industry
Engineering Services· Professional & Technical Servicessee all
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | — | ST LOUIS, MO | INVESTMENT ADVISOR | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
Investments
22 direct securities · 13 pooled funds· $13.1M(100% of reported assets)
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.
Uncategorized
$8.7M
21 holdings
Common Collective Trust
$4.3M
13 holdings
Mutual Funds
$59K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index; 7,585.716 shares | — | — | $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 | — | — | $24K | $959K | 7.7% | |
| State Street US Bond Index Fund; 83,328.223 shares | — | — | $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 | — | — | $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 | — | — | $32K | $580K | 4.6% | |
| American Funds New World Fund; 7,534.465 shares | — | — | $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 | — | — | $11K | $535K | 4.3% | |
| Stable Value Account GWI Fixed Account – Series Class I; N/A | — | — | — | $474K | 3.8% | |
| Fidelity Small Cap Growth Index; 16,770.343 shares | — | — | $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 | — | — | $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 | — | — | $46K | $364K | 2.9% | |
| Fidelity Intermediate Treasury Bond Index; 32,653.806 shares | — | — | $33K | $309K | 2.5% | |
| Fidelity Mid Cap Value Index; 7,808.974 shares | — | — | $8K | $212K | 1.7% | |
| Fidelity Small Cap Value Index; 7,672.843 shares | — | — | $8K | $196K | 1.6% | |
| American Funds Capital Income Builder; 2,705.032 shares | — | — | $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 | — | — | $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 | — | — | $5K | $42K | 0.3% | |
| BlackRock 60/40 Target Allocation Institutional Fund; 2,791.952 shares | — | — | $3K | $42K | 0.3% | |
| BlackRock 20/80 Target Allocation Fund; 2,697.076 shares | — | — | $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 | — | — | — | $3K | <0.1% | |
| BlackRock 80/20 Target Allocation Institutional Fund; 180.59 shares | — | — | — | $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% |
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