Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENEFIT PLANS, INC
EIN 95-4654044financial servicesLatest filing 2025
Plans
2
Retirement
2
$11.1M assets
Welfare
0
Participants
61
844 SEWARD STREET - LOS ANGELES, CA 90038323-993-8811benefitplus.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.1M assets / 61 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
BENEFIT PLANS, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$7.7M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BENEFIT PLANS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.4M
Participants31
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 | BENEFIT PLANS, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $7.7M | 30 | 2025 | |
| 003 | BENEFIT PLANS, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.4M | 31 | 2025 |
Retirement plans