Madison Zaslav signed Bentkey Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bentkey Services, LLC's EIN is 83-3484126.
Download the official 2024 Form 5500 (PDF) for Bentkey Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bentkey Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $28K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FDM IDX 2055 IPR | Common Collective Trusts | — | — | $2.2M | 19.4% | |
| Fidelity FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.9M | 17.0% | |
| Fidelity FDM IDX 2060 IPR | Common Collective Trusts | — | — | $1.6M | 14.0% | |
| Fidelity FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.4M | 12.5% | |
| Fidelity FDM IDX 2040 IPR | Common Collective Trusts | — | — | $1.3M | 12.0% | |
| Fidelity FDM IDX 2065 IPR | Common Collective Trusts | — | — | $509K | 4.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $503K | 4.5% | |
| Fidelity FDM IDX 2035 IPR | Common Collective Trusts | — | — | $497K | 4.4% | |
| Fidelity FDM IDX 2030 IPR | Common Collective Trusts | — | — | $242K | 2.2% | |
| Fidelity FDM IDX 2015 IPR ** 518 * Fidelity FDM IDX 2020 IPR | Common Collective Trusts | — | — | $180K | 1.6% | |
| Putnam Large Cap Growth R6 | Mutual Funds | — | — | $158K | 1.4% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $131K | 1.2% | |
| through 2030 - | Other securities | — | — | $98K | 0.9% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $79K | 0.7% | |
| Fidelity International Index | Mutual Funds | — | — | $67K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $67K | 0.6% | |
| Fidelity FDM IDX 2025 IPR | Common Collective Trusts | — | — | $64K | 0.6% | |
| T. Rowe Price Mid-Cap Value Fund | Other securities | — | — | $63K | 0.6% | |
| MFS Value R6 | Mutual Funds | — | — | $42K | 0.4% | |
| John Hancock Bond R6 | Other securities | — | — | $26K | 0.2% | |
| Allspring Small Company Value R6 | Common Stocks | — | — | $26K | 0.2% | |
| JP Morgan GOVT Bond R6 | U.S. Treasuries | — | — | $23K | 0.2% | |
| Alliance Bernstein Small Cap Growth Z | Other securities | — | — | $20K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $11K | <0.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $10K | <0.1% | |
| PGIM High Yield R6 | Other securities | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Government Market K6 | Mutual Funds | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors Inflation Protected Securities | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
