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Original filing (PDF)20250603104021NAL0029401362001
BEN GROUP, INC
Form 5500
FILING_RECEIVED
BRANDED ENTERTAINMENT NETWORK 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
147
Accounts w/ balance
577
Plan assets (EOY)
$47.9M
Net assets (EOY)
$47.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEN GROUP, INC.
Plan sponsor
Name
BEN GROUP, INC
EIN
91-1462224
Address
14724 VENTURA BLVD · SUITE 1200 · SHERMAN OAKS, CA · 91403
Phone
(206) 373-6000
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
2025-06-03
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER PS | 91-1194016 | — | NONE | $50K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $26K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $13K | — |
Investments
28 direct securities · 3 pooled funds· $47.9M(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
$47.0M
28 holdings
Common Collective Trust
$918K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual funds | — | — | — | $8.2M | 17.1% | |
| Vanguard Target Retirement 2040 Fund Mutual funds | — | — | — | $7.8M | 16.3% | |
| Vanguard Target Retirement 2050 Fund Mutual funds | — | — | — | $5.1M | 10.7% | |
| Vanguard Target Retirement 2030 Fund Mutual funds | — | — | — | $4.1M | 8.6% | |
| Vanguard Target Retirement 2055 Fund Mutual funds | — | — | — | $4.1M | 8.6% | |
| Vanguard Target Retirement 2045 Fund Mutual funds | — | — | — | $3.8M | 8.0% | |
| Vanguard 500 Index Fund Mutual funds | — | — | — | $2.7M | 5.5% | |
| Vanguard Target Retirement 2025 Fund Mutual funds | — | — | — | $2.6M | 5.5% | |
| Vanguard Target Retirement 2060 Fund Mutual funds | — | — | — | $1.9M | 4.0% | |
| Vanguard Total Stock Market Index Fund Mutual funds | — | — | — | $1.6M | 3.3% | |
| Vanguard Total International Stock Index Fund Mutual funds | — | — | — | $1.3M | 2.7% | |
| Vanguard Target Retirement 2020 Fund Mutual funds | — | — | — | $791K | 1.6% | |
| Vanguard Total Bond Market Index Fund Mutual funds | — | — | — | $776K | 1.6% | |
| HARBOR CAPITAL APPRECIATION CIT; CL HARBOR CAPITAL · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $603K | 1.3% | |
| Vanguard Mid-Cap Index Fund Mutual funds | — | — | — | $512K | 1.1% | |
| Vanguard Small-Cap Index Fund Mutual funds | — | — | — | $296K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Mutual funds | — | — | — | $254K | 0.5% | |
| PRUDENTIAL CORE PLUS BOND FUND CLAS PRUDENTIAL CORE PL BOND 5 · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $233K | 0.5% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | — | — | — | $204K | 0.4% | |
| Vanguard Target Retirement Income Mutual funds | — | — | — | $134K | 0.3% | |
| Vanguard Cash Reserves Federal MM Fund Mutual funds | — | — | — | $94K | 0.2% | |
| Party Including Maturity Date, Rate of Cost Value Interest, Collateral, Par or Maturity Value American Beacon Stephens Mid-Cap Growth Fund Mutual funds | — | — | — | $84K | 0.2% | |
| DFA Inflation-Protected Securities Port Mutual funds | — | — | — | $82K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Mutual funds | — | — | — | $81K | 0.2% | |
| BNY MELLON STABLE VALUE FUND BNY MELLON · EIN 26-4392425 / PN 001 | Common Collective Trust | — | — | $81K | 0.2% | |
| Diamond Hill Large Cap Fund Mutual funds | — | — | — | $77K | 0.2% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual funds | — | — | — | $74K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual funds | — | — | — | $74K | 0.2% | |
| Dodge & Cox International Stock Fund Mutual funds | — | — | — | $68K | 0.1% | |
| T. Rowe Price Small-Cap Value Fund Mutual funds | — | — | — | $22K | <0.1% | |
| Conestoga Small Cap Fund Mutual funds | — | — | — | $16K | <0.1% |