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Original filing (PDF)20251015150636NAL0005241793001
BENTKEY SERVICES, LLC
Form 5500
FILING_RECEIVED
BENTKEY SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
248
Accounts w/ balance
237
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 118% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENTKEY SERVICES, LLC.
Plan sponsor
Name
BENTKEY SERVICES, LLC
EIN
83-3484126
Address
1831 12TH AVE S, STE 460 · NASHVILLE, TN · 37203
Phone
(818) 855-1233
Industry
Information / Tech / Mediasee all
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $28K | — |
Investments
29 direct securities · 1 pooled fund· $11.2M(100% of reported assets)
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.
Uncategorized
$11.2M
29 holdings
Common Collective Trust
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FDM IDX 2055 IPR | — | — | — | $2.2M | 19.4% | |
| Fidelity FDM IDX 2050 IPR | — | — | — | $1.9M | 17.0% | |
| Fidelity FDM IDX 2060 IPR | — | — | — | $1.6M | 14.0% | |
| Fidelity FDM IDX 2045 IPR | — | — | — | $1.4M | 12.5% | |
| Fidelity FDM IDX 2040 IPR | — | — | — | $1.3M | 12.0% | |
| Fidelity FDM IDX 2065 IPR | — | — | — | $509K | 4.5% | |
| Fidelity 500 Index | — | — | — | $503K | 4.5% | |
| Fidelity FDM IDX 2035 IPR | — | — | — | $497K | 4.4% | |
| Fidelity FDM IDX 2030 IPR | — | — | — | $242K | 2.2% | |
| Fidelity FDM IDX 2015 IPR ** 518 * Fidelity FDM IDX 2020 IPR | — | — | — | $180K | 1.6% | |
| Putnam Large Cap Growth R6 | — | — | — | $158K | 1.4% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $131K | 1.2% | |
| through 2030 - | — | — | — | $98K | 0.9% | |
| Fidelity Emerging Markets Index | — | — | — | $79K | 0.7% | |
| Fidelity International Index | — | — | — | $67K | 0.6% | |
| Fidelity Mid Cap Index | — | — | — | $67K | 0.6% | |
| Fidelity FDM IDX 2025 IPR | — | — | — | $64K | 0.6% | |
| T. Rowe Price Mid-Cap Value Fund | — | — | — | $63K | 0.6% | |
| MFS Value R6 | — | — | — | $42K | 0.4% | |
| John Hancock Bond R6 | — | — | — | $26K | 0.2% | |
| Allspring Small Company Value R6 | — | — | — | $26K | 0.2% | |
| JP Morgan GOVT Bond R6 | — | — | — | $23K | 0.2% | |
| Alliance Bernstein Small Cap Growth Z | — | — | — | $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 | — | — | — | $10K | <0.1% | |
| PGIM High Yield R6 | — | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index | — | — | — | $4K | <0.1% | |
| Fidelity Government Market K6 | — | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors Inflation Protected Securities | — | — | — | $2K | <0.1% | |
| Fidelity US Bond Index | — | — | — | $1K | <0.1% |