Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENNETT ENTERPRISES LIMITED, INC.
EIN 86-1061434Real Estate and Rental and LeasingLatest filing 2025
Plans
3
Retirement
3
$432K assets
Welfare
0
Participants
9
910 CHARLES ST - BEAUFORT, SC 29901843-812-0623
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $432K assets / 9 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#003
BENNETT ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$249K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BENNETT ENTERPRISES LIMITED, INC. PENSION PLAN
TraditionalDB
Assets$163K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BENNETT ENTERPRISES LIMITED, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$20K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BENNETT ENTERPRISES CASH BALANCE PLAN | CashBalance | $249K | 3 | 2025 | |
| 002 | BENNETT ENTERPRISES LIMITED, INC. PENSION PLAN | TraditionalDB | $163K | 2 | 2024 | |
| 004 | BENNETT ENTERPRISES LIMITED, INC. PROFIT SHARING 401(K) PLAN | 401k | $20K | 4 | 2024 |
Retirement plans