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Original filing (PDF)20250806144349NAL0001749059001
BDO USA, P.C.
Form 5500
FILING_RECEIVED
BDO USA, LLP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BDO USA, P.C..
Plan sponsor
Name
BDO USA, P.C.
EIN
13-5381590
Address
330 NORTH WABASH · SUITE 3200 · CHICAGO, IL · 60611
Phone
(312) 856-9100
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-10-31
Filed
2025-08-06
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
HUNGERFORD CPAS + ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE | 27-1175487 | — | NONE | $65K | — |
| MCDERMOTT WILL & EMORY | 36-1453176 | — | NONE | $43K | — |
| STERLING CAPITAL MANAGEMENT LLC | 42-1658828 | — | NONE | $39K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STERLING CAP CORE FIXED INCOME HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 226 | Common Collective Trust | $0 | — |
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