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BENNETT MANAGEMENT COMPANY, LLC — BMC/DAC 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250401114423NAL0004302019001
BENNETT MANAGEMENT COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
BMC/DAC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
10
Plan assets (EOY)
$565K
Net assets (EOY)
$565K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BENNETT MANAGEMENT COMPANY, LLC
.
Find decision makers
Plan sponsor
Name
BENNETT MANAGEMENT COMPANY, LLC
EIN
93-1234685
Address
980 WILLAMETTE STREET, SUITE 200 · EUGENE, OR · 97401
Phone
(541) 485-6991
Industry
Real Estate
see 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
2025-04-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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SOUTHEASTERN PROPERTY MANAGEMENT LLC
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Knocking points off
Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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$10.4B
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$8.6B
