How big is Benchmark Planning Group LLC's plan?

Benchmark Planning Group LLC's plan reported $216K in assets and 5 participants for 2024.

Original filing (PDF)20250725123158NAL0014754994001

Benchmark Planning Group LLC

Name: Benchmark Planning Group LLC — Benchmark Planning, Form 5500 (2024)
Creator: Benchmark Planning Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benchmark Planning Group LLC 401(k) Plan

401(k) retirement plan · Benchmark Planning Group LLC's Benchmark Planning Group LLC 401(k) Plan held $216K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

People on this filing

Maureen Cullen signed Benchmark Planning Group LLC's 2024 Form 5500 as plan administrator.

Maureen Cullen — 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 Planning Group LLC's EIN is 80-0294530.

EIN 80-0294530

Plan number 001

Plan year 2024

ACK ID 20250725123158NAL0014754994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benchmark Planning Group LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PLANNING GROUP 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