Original filing (PDF)20250623115715NAL0015366082001

BENPRO, LLC

Name: BENPRO, LLC — BENPRO 401(K) PLAN, Form 5500 (2024)
Creator: BENPRO, LLC

Form 5500-SF

FILING_RECEIVED

BENPRO 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENPRO, LLC.

Plan sponsor

Name

BENPRO, LLC

DBA

BENPRO, LLC

EIN

88-3873624

Address

2001 LAKESHORE DR · MANDEVILLE, LA · 704485831

Phone

(985) 718-1800

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-06-23

Pension benefit codes

2G · Total participant-directed accounts

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 providers

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