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  2. Benetas Wealth

Filings through Oct 24, 2026.

Benetas Wealth

EIN 99-2797019-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3K assets
Health & Benefits
0
Participants
3
1540 INTERNATIONAL PARKWAY, SUITE 2000 - LAKE MARY, FL 32746407-315-3681
Plans on this EIN
1 filing
#001401(k)-$3K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BENETAS WEALTH 401(K) PLAN

401(k)

Assets$3K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BENETAS WEALTH 401(K) PLAN401(k)$3K32025
  • BENETAS WEALTH 401(K) PLAN$3K
    #001 · 401(k) · 20253
Retirement plans
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