Back to filter
Original filing (PDF)20251001154124NAL0031994914001
BENEFIT PLANS, INC.
Form 5500-SF
FILING_RECEIVED
BENEFIT PLANS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
29
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENEFIT PLANS, INC..
Plan sponsor
Name
BENEFIT PLANS, INC.
EIN
95-4654044
Address
PO BOX 17928 · LOS ANGELES, CA · 90017
Phone
(323) 993-8811
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Admin Support & Waste Mgmt plans
BOTTLENECK MANAGEMENT RESTAURANT GROUP
BOTTLENECK MANAGEMENT RESTAURANT GROUP 401(K) P/S PLAN
$2.8M · 700 participants
THE WILLIAM C EARHART COMPANY, INC
THE WILLIAM C EARHART CO, INC RETIREMENT PLAN & TR
$2.8M · 16 participants
CES MANAGEMENT PARTNERS
CES MANAGEMENT PARTNERS 401(K) PLAN
$2.8M · 2 participants
ADMIN AMERICA, INC.
ADMIN AMERICA, INC. 401(K) PROFIT SHARING PLAN
$2.8M · 25 participants
ELKHORN MANAGEMENT
ELKHORN MANAGEMENT 401(K) PLAN
$2.8M · 94 participants
G & L FOODS INC
MCSAVINGS 401K PLAN
$2.7M · 99 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B