Filings through .
MY Benefits, LLC
Matched across 4 name variants in the filings
MY Benefits, LLC summary
MY Benefits, LLC appears on 34 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $437M in assets for 13,488 participants. The median client plan holds $9.3M. Most client plans are sponsored in GA, SC and FL. The largest clients by plan assets are Dayton Physicians, LLC, Miami Automotive Retail, Inc. and Aero Simulation, Inc.. Plans reported $414K in direct and indirect compensation paid to MY Benefits, LLC. The median is $7K per plan.
- Participants
- 13,488
- Median plan assets
- $9.3M
- Median plan participants
- 279
- Median fees per plan
- $7K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Dayton Physicians, LLC | OH | $58.6M | 451 |
| Miami Automotive Retail, Inc. | FL | $46.6M | 1,894 |
| Aero Simulation, Inc. | FL | $43.4M | 269 |
| Charleston Gastroenterology Specialists, P.A. | SC | $24.9M | 351 |
| Umansky Umg, LLC Dba Umansky Motor Cars | WI | $22.9M | 1,150 |
| Urology Specialists of the Carolinas, PLLC | NC | $18.3M | 293 |
| Brownstein Group, Inc. | PA | $18.0M | 106 |
| Optimus Steel LLC | TX | $17.8M | 327 |
| Helicopter Express, Inc. | GA | $16.9M | 366 |
| Spectra Metal Sales, Inc. | GA | $16.7M | 925 |
| Technica LLC | SC | $15.5M | 1,003 |
| Jupiter Island Holdings, Inc. | FL | $14.0M | 227 |
| Palmetto Goodwill | SC | $12.1M | 1,223 |
| The Integral Group, LLC | GA | $11.7M | 450 |
| Saluscare, Inc. | FL | $11.5M | 389 |
| Wire Mesh Texas LLC | TX | $10.6M | 174 |
| Johnson Automotive | SC | $9.5M | 521 |
| Fibertex Nonwovens, Inc | SC | $9.2M | 184 |
| Immec, Inc. | GA | $9.0M | 193 |
| Sunbelt Human Advancement Resources, Inc. | SC | $8.0M | 316 |
| Atlanta Airlines Terminal Company | GA | $7.9M | 181 |
| Shoreline Carpet Supplies of Gulf Coast | FL | $7.5M | 238 |
| Tjfact Dba Totally Joined for Achieving Collaborative Techniques | GA | $4.4M | 264 |
| Glaad | NY | $4.1M | 135 |
| Coastal Georgia Area Community Action Authority, Inc. | GA | $3.7M | 222 |
- Dayton Physicians, LLC$58.6MOHParticipants 451
- FLParticipants 1,894
- Aero Simulation, Inc.$43.4MFLParticipants 269
- SCParticipants 351
- WIParticipants 1,150
- NCParticipants 293
- Brownstein Group, Inc.$18.0MPAParticipants 106
- Optimus Steel LLC$17.8MTXParticipants 327
- Helicopter Express, Inc.$16.9MGAParticipants 366
- GAParticipants 925
- Technica LLC$15.5MSCParticipants 1,003
- FLParticipants 227
- Palmetto Goodwill$12.1MSCParticipants 1,223
- The Integral Group, LLC$11.7MGAParticipants 450
- Saluscare, Inc.$11.5MFLParticipants 389
- Wire Mesh Texas LLC$10.6MTXParticipants 174
- Johnson Automotive$9.5MSCParticipants 521
- SCParticipants 184
- Immec, Inc.$9.0MGAParticipants 193
- SCParticipants 316
- GAParticipants 181
- FLParticipants 238
- GAParticipants 264
- Glaad$4.1MNYParticipants 135
- GAParticipants 222
Top client states
- GA8 plans
- SC8 plans
- FL7 plans
- AL2 plans
- TX2 plans
Frequently asked questions
- Who uses MY Benefits, LLC?
- 34 retirement plans list MY Benefits, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Dayton Physicians, LLC, Miami Automotive Retail, Inc., Aero Simulation, Inc., Charleston Gastroenterology Specialists, P.A. and Umansky Umg, LLC Dba Umansky Motor Cars. Most client plans are sponsored in GA, SC and FL.
- How many plans does MY Benefits, LLC serve?
- MY Benefits, LLC serves 34 retirement plans with $437M in plan assets and 13,488 participants, based on the latest Form 5500 filings through 2024.
- What does MY Benefits, LLC charge?
- Plans reported $414K in total Schedule C compensation paid to MY Benefits, LLC. The median plan paid $7K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name MY Benefits as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Invesco | 1 |
| BlackRock | 1 |
| Fidelity (FMR) | 1 |
| Capital Group | 1 |
| Vanguard | 1 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.