Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENCHMARK CAPITAL HOLDINGS CO., LLC
EIN 94-3364272investment managementLatest filing 2025
Plans
2
Retirement
2
$23.2M assets
Welfare
0
Participants
57
2965 WOODSIDE ROAD - WOODSIDE, CA 94062650-854-8180feeonlyfinancial.netLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.2M assets / 57 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#002
BENCHMARK CAPITAL PROFIT SHARING 401(K) PLAN
401k
Assets$20.5M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BENCHMARK CAPITAL HOLDINGS CO., LLC RETIREMENT PLAN
CashBalance
Assets$2.7M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BENCHMARK CAPITAL PROFIT SHARING 401(K) PLAN | 401k | $20.5M | 35 | 2025 | |
| 003 | BENCHMARK CAPITAL HOLDINGS CO., LLC RETIREMENT PLAN | CashBalance | $2.7M | 22 | 2025 |
Retirement plans