Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENNETT & ASSOCIATES, INC.
EIN 59-3114688Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
7
153 CHERRY CREEK CIRCLE - WINTER SPRINGS, FL 32708407-366-3882
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.3M assets / 7 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
BENNETT & ASSOCIATES, INC. UNI-K PLAN
401k
Assets$8.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BENNETT & ASSOCIATES, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$3.3M
Participants3
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 | BENNETT & ASSOCIATES, INC. UNI-K PLAN | 401k | $8.0M | 4 | 2025 | |
| 002 | BENNETT & ASSOCIATES, INC. DEFINED BENEFIT PLAN | CashBalance | $3.3M | 3 | 2025 |
Retirement plans