Plan Snapshot
- Plan Sponsor: Benchmark Digital Partners, LLC
- Sponsor EIN: 263699774
- Sponsor Address: 4680 PARKWAY DR., MASON, OH, 45040
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 184 | $17.7M | $658,319 | $1.4M |
| 2023 | 151 | $12.7M | $510,638 | $1.1M |
| 2022 | 153 | $9.8M | $553,635 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HORAN SECURITIES, INC. | ADVISOR | $35,320 | — | $35,320 |
| ATLAS CPAS & ADVISORS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATLAS CPAS & ADVISORS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,320
- Estimated Expense Ratio: 0.200% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $103,624 | $35,320 | $68,304 | — | — |
| 2023 | $83,461 | $32,595 | $48,346 | — | — |
| 2022 | $74,527 | $29,028 | $42,259 | — | $3,240 |