Plan Ledger DOL Form 5500 · updated monthly

Bennie Health, Inc.401(k)

BENNIE 401(K) PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.48%

Bennie Health, Inc. reported $21,627 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Connecticut (919th of 1,106), and 4,462nd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$4,766,736
Participants with balances146
Active participants131
Employer contributions—
Employee contributions$961,858
Employer contribution per active participant—
Average account balance$32,649
Benefits paid to participants$1,055,615
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$21,627
Total administrative$21,627
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$21,627

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$21,627 · 0.48%
Same employer
Similar plansFinance & Insurance · Connecticut
Neis, Inc. CT$10.1M · 0.04%
Patriot Bank, N.A. CT$8.7M · 0.40%
Ideal Concepts, Inc. PA$4.9M · 0.94%
Fm Home Loans NY$4.8M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 833252603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.