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  2. LESLIE J. BENZAK
Sponsor portfolio

LESLIE J. BENZAK

EIN 20-4770340-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
6
464 MAIN STREET - HARLEYSVILLE, PA 19438215-650-9936
Plans on this EIN
2 filings
#001401k-$2.3M - 3 part#002CashBalance-$687K - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LESLIE J. BENZAK 401(K) PROFIT SHARING PLAN

401k

Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LESLIE J BENZAK CASH BALANCE PLAN

CashBalance

Assets$687K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LESLIE J. BENZAK 401(K) PROFIT SHARING PLAN401k$2.3M32025
002LESLIE J BENZAK CASH BALANCE PLANCashBalance$687K32025
Retirement plans
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