Assets by plan
Share of aggregate retirement assets
Filings through .
Benchmark Capital Holdings Co., LLC
EIN 94-3364272investment managementLatest filing 2025
Plans
2
Retirement
2
$23.2M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BENCHMARK CAPITAL PROFIT SHARING 401(K) PLAN
401(k)
Assets$20.5M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BENCHMARK CAPITAL HOLDINGS CO., LLC RETIREMENT PLAN
Cash balance
Assets$2.7M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BENCHMARK CAPITAL PROFIT SHARING 401(K) PLAN | 401(k) | $20.5M | 35 | 2025 |
| #003 | BENCHMARK CAPITAL HOLDINGS CO., LLC RETIREMENT PLAN | Cash balance | $2.7M | 22 | 2025 |
- #002 · 401(k) · 202535
- #003 · Cash balance · 202522
Retirement plans