PlanOptica

Filings through .

Bensler, LLC

Matched across 4 name variants in the filings

Bensler, LLC summary

Bensler, LLC appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $910M in assets for 17,693 participants. The median client plan holds $13.9M. Most client plans are sponsored in WA, CA and IN. The largest clients by plan assets are KPFF, Inc., Anchor Qea, Inc. and Plan Fiduciary Services, Inc.. Plans reported $874K in direct and indirect compensation paid to Bensler, LLC. The median is $26K per plan.

Participants
17,693
Median plan assets
$13.9M
Median plan participants
363
Median fees per plan
$26K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • WA18 plans
  • CA2 plans
  • IN2 plans
  • FL1 plan
  • ID1 plan

Frequently asked questions

Who uses Bensler, LLC?
26 retirement plans list Bensler, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include KPFF, Inc., Anchor Qea, Inc., Plan Fiduciary Services, Inc., Payscale, Inc. and Nintex USA, Inc.. Most client plans are sponsored in WA, CA and IN.
How many plans does Bensler, LLC serve?
Bensler, LLC serves 26 retirement plans with $910M in plan assets and 17,693 participants, based on the latest Form 5500 filings through 2024.
What does Bensler, LLC charge?
Plans reported $874K in total Schedule C compensation paid to Bensler, LLC. The median plan paid $26K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served26+5 YoYRank #763 of mapped providers
Assets under administration$910M0.0%Rank #5221 by share of filed assets
Fees received$874,487Median $26,115/planSum across Schedule C direct + indirect
Net wins YoY+05 won - 5 lostPlan-level switch detection

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  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
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  • Top plans by assets