Jonlynn Ward signed Bently Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bently Enterprises, LLC's EIN is 88-0088854.
Download the official 2024 Form 5500 (PDF) for Bently Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bently Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY & CO INC | 13-2655998 | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Income Fund Guaranteed investment contract | Stable Value | — | — | $6.9M | 26.0% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $6.8M | 25.8% | |
| International Blend Fund Pooled separate account | Pooled Separate Accounts | — | — | $2.6M | 9.7% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $2.6M | 9.7% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $2.1M | 7.8% | |
| LARGE CAP VALUE / LSV ASSET MANAGEM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | — | $1.4M | 5.5% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.4M | 5.4% | |
| SMALL CAP GROWTH II (MGD BY WELLING EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 319 | Pooled Separate Account | — | — | $1.1M | 4.1% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $1.0M | 3.9% | |
| PGIM Jennison Utility Z Fund Mutual fund | Other securities | — | — | $1.0M | 3.9% | |
| Virtus Zevenbergen Technology A Fund Mutual fund | Other securities | — | — | $638K | 2.4% | |
| LARGE CAP BLEND / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 177 | Pooled Separate Account | — | — | $567K | 2.1% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $253K | 1.0% | |
| Notes receivable from participants dates through October 2037 | Other securities | — | — | $187K | 0.7% | |
| PGIM Government Income Z Fund Mutual fund | Other securities | — | — | $183K | 0.7% | |
| Invesco Equity & Income A Fund Mutual fund | Mutual Funds | — | — | $160K | 0.6% | |
| Janus Henderson Enterprise S Fund Mutual fund | Mutual Funds | — | — | $78K | 0.3% | |
| MID CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, FL |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY & CO LLC | 13-2655998 | — | NONE | $0 | — |
