Back to filter
Original filing (PDF)20250721153936NAL0001690945001
BENJAMIN PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
BENJAMIN PARTNERS, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
17
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENJAMIN PARTNERS, LLC.
Plan sponsor
Name
BENJAMIN PARTNERS, LLC
EIN
81-0815653
Address
589 BROADWAY · NEW YORK, NY · 10012
Phone
(212) 334-8713
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
ARROW SENIOR LIVING MANAGEMENT, LLC
ARROW SENIOR LIVING MANAGEMENT, LLC 401K PLAN
$9.2M · 2,206 participants
CCG VENTURES, INC.
CCG VENTURES, INC. 401K PLAN AND TRUST
$9.2M · 28 participants
VALUE REALTY, INC.
VALUE REALTY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$9.2M · 68 participants
TERRAMAR RETAIL CENTERS
TERRAMAR MANAGEMENT COMPANY 401(K) PLAN
$9.2M · 38 participants
MATTHEW G. NORTON CO.
MATTHEW G. NORTON CO. MONEY PURCHASE PENSION
$9.2M · 34 participants
NODDLE DEVELOPMENT COMPANY
NODDLE DEVELOPMENT COMPANY SALARY SAVINGS PLAN
$9.2M · 49 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B