# BENEFITWORKS, INC.

BENEFITWORKS, INC. of LEBANON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 109267
- Type: SEC-registered investment adviser
- SEC file number: 801-113855
- Location: 555 WILLOW ST., LEBANON, PA, 17046
- Phone: 717-274-6881
- Latest filing: 2022-03-31
- Regulatory AUM: $9.5M
- Non-discretionary AUM: $9.5M
- Clients: 1
- Accounts: 10

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [HEERDT ROBERT JOHN](https://search.stillhousedata.com/person/746227) | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| [BAUM SUSAN LOUISE](https://search.stillhousedata.com/person/760129) | SHAREHOLDER | — |
| [TREFSGAR BROOKS NELSON](https://search.stillhousedata.com/person/760130) | PRESIDENT | — |
| [TREFSGAR BROOKS RICHARD](https://search.stillhousedata.com/person/828119) | VICE PRESIDENT; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [PEACHEY BRIAN RAY](https://search.stillhousedata.com/person/864438) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109267/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109267/similar
- Related entities: https://search.stillhousedata.com/firm/109267/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109267

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.