Benchmark Financial Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Benchmark Financial Group, Inc. 401(k) Plan Facts

Plan name
BENCHMARK GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BENCHMARK FINANCIAL GROUP, INC.
Participants
253 (147 active employees)
Former employees with a balance
96
Plan assets
$22,763,675 at Dec 31, 2024
Average account balance
$96,867 across 235 accounts
Employer contributions
$275,283 in plan year 2024 (24% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1992
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.14 million went into the plan in contributions, $275,283 of it from the employer (24%).
  • $960,430 was paid out to participants.
  • Investment and other income added $2.60 million.
  • Administrative expenses were $54,297, about $231 per account.

How the Benchmark Financial Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019291$19.3 million$288,104$538,808
2020300$21.6 million$313,608$1.59 million
2021288$23.9 million$294,894$1.93 million
2022279$18.7 million$270,524$2.95 million
2023267$20.0 million$271,787$2.43 million
2024253$22.8 million$275,283$960,430

Benchmark Financial Group, Inc. 401(k) Contact Information

Phone
716-833-4986
Mailing address
4053 MAPLE ROAD, AMHERST NY 14226
Plan sponsor
BENCHMARK FINANCIAL GROUP, INC.
Employer identification number (EIN)
16-1220236
Plan number
001

Questions about the Benchmark Financial Group, Inc. 401(k)

Does Benchmark Financial Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $275,283, 24% of all contributions.

Does the Benchmark Financial Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Benchmark Financial Group, Inc 401(k) plan?

253 participants at the start of plan year 2024, 147 of them active employees, and 96 former employees who still had money in the plan.

What is the average 401(k) balance at Benchmark Financial Group, Inc?

About $96,867 per account: $22.8 million in plan assets across 235 accounts with a balance at the end of plan year 2024.

Who manages the Benchmark Financial Group, Inc 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Benchmark Financial Group, Inc. How do I access my 401(k)?

Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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