Original filing (PDF)20241209103946NAL0006583827001

BFS CAPITAL

Name: BFS CAPITAL — BFS CAPITAL RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: BFS CAPITAL

Form 5500-SF

FILING_RECEIVED

BFS CAPITAL RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BFS CAPITAL.

Plan sponsor

Name

BFS CAPITAL

EIN

04-3621790

Address

3301 N. UNIVERSITY DRIVE, SUITE 100 · CORAL SPRINGS, FL · 33065

Phone

(954) 757-2525

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-11-20

Filed

2024-12-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HTM AREA CREDIT UNION

HTM AREA CREDIT UNION SOCA BENEFIT PLAN

ODJFS FEDERAL CREDIT UNION

ODJFS FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

SHIPBUILDERS CREDIT UNION

SHIPBUILDERS CREDIT UNION CAPITAL ACCUMULATION PLAN

STAR CHOICE CREDIT UNION

STAR CHOICE CREDIT UNION 401(K) PLAN

MOUNTAIN WEST CREDIT UNION ASSOCIATION

MOUNTAIN WEST CREDIT UNION ASSOCIATION CAPITAL