# Benefits Plus, LLC

> Benefits Plus, LLC is a state-registered investment advisory firm in Napa, CA, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2025.

- CRD: 122181
- Filed as: BENEFITS PLUS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Napa, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122181
- AdvisorCensus page: https://advisorcensus.com/firm/benefits-plus-llc-napa-ca-122181

## Quick answers

**How is Benefits Plus, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Benefits Plus, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Benefits Plus, LLC located?**
Benefits Plus, LLC's principal office is in Napa, CA, according to its Form ADV.

**Is Benefits Plus, LLC registered with the SEC or a state?**
Benefits Plus, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 122181.

**Does Benefits Plus, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122181

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @janetmlynar

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benefits Plus, LLC (CRD 122181): Form ADV filing data as of October 2026.