How big is Third Bench Holdings, LLC's plan?

Third Bench Holdings, LLC's plan reported $393K in assets and 77 participants for 2023.

Original filing (PDF)20250325165804NAL0014495425001

Third Bench Holdings, LLC

Name: Third Bench Holdings, LLC — Third Bench Holdings, Form 5500 (2023)
Creator: Third Bench Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Third Bench Holdings 401(k) Plan

401(k) retirement plan · Third Bench Holdings, LLC's Third Bench Holdings 401(k) Plan held $393K in plan assets for 77 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Heather Stewart signed Third Bench Holdings, LLC's 2023 Form 5500 as plan administrator.

Heather Stewart — 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

Third Bench Holdings, LLC's EIN is 84-2422716.

EIN 84-2422716

Plan number 001

Plan year 2023

ACK ID 20250325165804NAL0014495425001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Third Bench Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Third Bench Holdings, 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 THIRD BENCH HOLDINGS, LLC.

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Plan health score

Above-average plan

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

Knocking points off