Original filing (PDF)20251015144311NAL0005166961001

M S Benbow & Associates

Name: M S Benbow & Associates — M S Benbow & Associates, Form 5500 (2024)
Creator: M S Benbow & Associates
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

M S Benbow & Associates 401(k) Plan

401(k) retirement plan · M S Benbow & Associates' M S Benbow & Associates 401(k) Plan held $19.2M in plan assets for 147 participants in 2024.

Signals · 2

26% in single holdingNo recordkeeper disclosed

Active participants

147

Accounts w/ balance

169

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M S BENBOW & ASSOCIATES.

Plan sponsor

Name

M S BENBOW & ASSOCIATES

EIN

72-0838753all filings

Address

3850 N. CAUSEWAY BLVD · SUITE 600 · METAIRIE, LA · 70002

Phone

(504) 832-2000

Industry

Engineering Services· Professional & Technical Services

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

2025-10-15

Pension benefit codes

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)

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCP RETIREMENT SERVICES LLC	—	CHICAGO, IL	THIRD PARTY ADMIN	$0	—

Investments

36 direct securities· $18.2M(95% of reported assets)

Mutual Funds

$9.3M

26 holdings

Other securities

$6.7M

9 holdings

Common Collective Trusts

$2.2M

1 holding

					% of plan
Large Cap Growth JP Morgan	Other securities	—	—	$4.8M	24.7%
500 Index Vanguard	Common Collective Trusts	—	—	$2.2M	11.5%
Value MFS	Mutual Funds	—	—	$1.5M	7.8%
Target Retirement 2040 Vanguard	Mutual Funds	—	—	$1.5M	7.6%
New Perspective American Funds	Mutual Funds	—	—	$1.2M	6.0%
Target Retirement 2045 Vanguard	Mutual Funds	—	—	$835K	4.3%
Small Cap Index Vanguard	Mutual Funds	—	—	$756K	3.9%
Target Retirement 2050 Vanguard	Mutual Funds	—	—	$693K	3.6%
Target Retirement 2035 Vanguard	Mutual Funds	—	—	$646K	3.4%
Bond Loomis Sayles	Other securities	—	—	$617K	3.2%
Target Retirement 2020 Vanguard	Mutual Funds	—	—	$601K	3.1%
Small Cap Growth ClearBridge	Other securities	—	—	$474K	2.5%
Target Retirement 2030 Vanguard	Mutual Funds	—	—	$408K	2.1%
Mid-Cap Index Vanguard	Mutual Funds	—	—	$362K	1.9%
High Yield PGIM	Other securities	—	—	$293K	1.5%
Mid-Cap Growth American Beacon Stephens	Other securities	—	—	$246K	1.3%
Target Retirement 2055 Vanguard	Mutual Funds	—	—	$183K	1.0%
Fixed Account * Voya	Other securities	—	—	$161K	0.8%
American Balanced American Funds	Mutual Funds	—	—	$144K	0.7%
Loan	Other securities	—	—	$139K	0.7%
U.S. Targeted Value Portfolilo DFA	Mutual Funds	—	—	$116K	0.6%
Real Return PIMCO	Mutual Funds	—	—	$82K	0.4%
Sycamore Established Value Victory	Other securities	—	—	$52K	0.3%
Commodity Strategy Portfolio DFA	Mutual Funds	—	—	$51K	0.3%
International Intrinsic Value MFS	Mutual Funds	—	—	$46K	0.2%
Government Money Market * Voya 0 LifeStrategies Moderate Growth Vanguard	Mutual Funds	—	—	$40K	0.2%
Target Retirement 2065 Vanguard	Mutual Funds	—	—	$39K	0.2%
International Explorer Vanguard	Mutual Funds	—	—	$27K	0.1%
Target Retirement 2060 Vanguard	Mutual Funds	—	—	$20K	0.1%
LifeStrategy Growth Vanguard	Mutual Funds	—	—	$19K	<0.1%
LifeStrategy Income Vanguard	Mutual Funds	—	—	$17K	<0.1%
Global Real Estate Securities Portfolio DFA	Mutual Funds	—	—	$17K	<0.1%
Target Retirement 2025 Vanguard	Mutual Funds	—	—	$16K	<0.1%
LifeStrategies Conservative Growth Vanguard	Mutual Funds	—	—	$11K	<0.1%
Target Retirement 2070 Vanguard	Mutual Funds	—	—	$3K	<0.1%
Global Bond AB	Other securities	—	—	$2K	<0.1%