Original filing (PDF)20250814105504NAL0027715314001

Poulos & Bennett, LLC

Name: Poulos & Bennett, LLC — Poulos & Bennett, LLC 401(k), Form 5500 (2024)
Creator: Poulos & Bennett, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poulos & Bennett, LLC 401(k) Retirement Plan

401(k) retirement plan · Poulos & Bennett, LLC's Poulos & Bennett, LLC 401(k) Retirement Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Poulos & Bennett, LLC's EIN is 80-0368667.

EIN 80-0368667

Plan number 001

Plan year 2024

ACK ID 20250814105504NAL0027715314001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Poulos & Bennett, 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 POULOS & BENNETT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score