Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BENEFIT PRACTICE
EIN 13-4144565financial servicesLatest filing 2024
Plans
2
Retirement
2
$18.4M assets
Welfare
0
Participants
156
1055 WASHINGTON BLVD, SUITE 610 - STAMFORD, CT 06901203-517-3500benefitpractice.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.4M assets / 156 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BENEFIT PRACTICE 401(K) PROFIT SHARING PLAN
401k
Assets$11.6M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE BENEFIT PRACTICE PENSION PLAN
TraditionalDB
Assets$6.8M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BENEFIT PRACTICE 401(K) PROFIT SHARING PLAN | 401k | $11.6M | 86 | 2024 | |
| 003 | THE BENEFIT PRACTICE PENSION PLAN | TraditionalDB | $6.8M | 70 | 2024 |
Retirement plans