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ROBERT GRANT INC. DBA BENCHMARK CONSULTING — BENCHMARK CONSULTING CASH BALANCE PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231010184719NAL0028934689001
ROBERT GRANT INC. DBA BENCHMARK CONSULTING
Form 5500-SF
FILING_RECEIVED
BENCHMARK CONSULTING CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$309K
Net assets (EOY)
$309K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT GRANT INC. DBA BENCHMARK CONSULTING
.
Find decision makers
Plan sponsor
Name
ROBERT GRANT INC. DBA BENCHMARK CONSULTING
EIN
94-2597923
Address
2319 1ST STREET · NAPA, CA · 94559
Phone
(707) 933-1500
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
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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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.
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