# Benchmark Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/benchmark-financial-group-inc-401k-plan

> Benchmark Financial Group, INC.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Benchmark Financial Group, INC.

- **Sponsor EIN:** 161220236

- **Sponsor Address:** 4053 MAPLE ROAD, AMHERST, NY, 14226

- **Plan Type:** 401(k)

- **Total Participants:** 147

- **Total Assets:** $22.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|147|$22.8M|$275,283|$829,439|

| 2023|156|$20.0M|$271,787|$837,796|

| 2022|162|$18.7M|$270,524|$842,533|

## 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|

| CHIAMPOU, TRAVIS, BESAW, & KERSHNER|Auditor|$5,030|—|$5,030|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,030

- **Estimated Expense Ratio:** 0.022% 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|$54,297|$20,780|$28,487|$5,030|—|

| 2023|$54,399|$20,382|$28,747|$5,270|—|

| 2022|$61,821|$20,359|$31,862|—|$9,600|

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