How big is BG-IC, LLC's plan?

BG-IC, LLC's plan reported $110.4M in assets and 1,144 participants for 2024.

Original filing (PDF)20251013164012NAL0001611345001

BG-IC, LLC

Name: BG-IC, LLC — Berkshire Group 401(k) Plan, Form 5500 (2024)
Creator: BG-IC, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Berkshire Group 401(k) Plan

401(k) retirement plan · BG-IC, LLC's Berkshire Group 401(k) Plan held $110.4M in plan assets for 1,144 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,144

Accounts w/ balance

1,305

Plan assets (EOY)

$110.4M

Net assets (EOY)

$110.4M

People on this filing

DAVE Sutherland signed BG-IC, LLC's 2024 Form 5500 as plan administrator.

DAVE Sutherland — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BG-IC, LLC's EIN is 16-1758404.

EIN 16-1758404

Plan number 001

Plan year 2024

ACK ID 20251013164012NAL0001611345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BG-IC, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BG-IC, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

BG-IC, LLC

EIN

all filings

Address

ONE BEACON STREET · 24TH FLOOR · BOSTON, MA · 02108

Phone

(617) 646-2300

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$90K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	13-5674085	—	CONSULTANT	$23K	—

Accountant / Auditor

Investments

38 direct securities· $100.2M(91% of reported assets)

Mutual Funds

$77.4M

22 holdings

Common Collective Trusts

$13.0M

3 holdings

Other securities

$8.7M

12 holdings

Bonds / Notes

$1.1M

1 holding

					% of plan
Fidelity Growth Company Fund Mutual Fund Investments	Mutual Funds	—	—	$19.1M	17.3%
Fidelity Contrafund Mutual Fund Investments	Mutual Funds	—	—	$12.8M	11.6%
Fidelity 500 Index Mutual Fund Investments	Common Collective Trusts	—	—	$9.9M	9.0%
Fidelity Freedom Income 2050 K Mutual Fund Investments	Mutual Funds	—	—	$5.8M	5.2%
Fidelity Retirement Gvt Money Market Portfolio Mutual Fund Investments	Mutual Funds	—	—	$5.0M	4.6%
Fidelity Freedom Income 2040 K Mutual Fund Investments	Mutual Funds	—	—	$4.9M	4.4%
Fidelity Freedom Income 2055 K Mutual Fund Investments	Mutual Funds	—	—	$4.3M	3.9%
Fidelity Freedom Income 2045 K Mutual Fund Investments	Mutual Funds	—	—	$4.1M	3.7%
Fidelity Puritan Fund Mutual Fund Investments	Mutual Funds	—	—	$3.0M	2.7%
Fidelity Freedom Income 2035 K Mutual Fund Investments	Mutual Funds	—	—	$3.0M	2.7%
Fidelity Freedom Income 2025 K Mutual Fund Investments	Mutual Funds	—	—	$2.9M	2.7%
Fidelity Total Bond Fund Mutual Fund Investments	Mutual Funds	—	—	$2.9M	2.6%
Fidelity Freedom Income 2030 K Mutual Fund Investments	Mutual Funds	—	—	$2.4M	2.2%
Fidelity Freedom Income 2060 K Mutual Fund Investments	Mutual Funds	—	—	$2.3M	2.1%
Allspring Special Mid Cap Value Fund Mutual Fund Investments	Other securities	—	—	$2.2M	2.0%
BlackRock Intl Fund of BlackRock Series Mutual Fund Investments	Other securities	—	—	$1.7M	1.6%
Vanguard Total Bond Market Index Fund Adm Mutual Fund Investments	Common Collective Trusts	—	—	$1.6M	1.5%
Loomis Sayles Small Cap Growth Instl Mutual Fund Investments	Other securities	—	—	$1.5M	1.4%
Vanguard Small Cap Index Fund Adm Mutual Fund Investments	Common Collective Trusts	—	—	$1.5M	1.4%
Fidelity International Index Mutual Fund Investments	Mutual Funds	—	—	$1.4M	1.3%
Vanguard Mid Cap Index Adm Mutual Fund Investments	Mutual Funds	—	—	$1.1M	1.0%
Participant loans Interest rate between 4.25% and 9.50% -0-	Bonds / Notes	—	—	$1.1M	1.0%
T. Rowe Price Dividend Growth Adv Mutual Fund Investments	Other securities	—	—	$977K	0.9%
Janus Henderson Enterprise T Fund Mutual Fund Investments	Mutual Funds	—	—	$854K	0.8%
Fidelity Freedom Income 2065 K Mutual Fund Investments	Mutual Funds	—	—	$679K	0.6%
Fidelity Freedom Income 2020 K Mutual Fund Investments	Mutual Funds	—	—	$603K	0.5%
Columbia Select Large Cap Value Fund I2 Mutual Fund Investments	Other securities	—	—	$446K	0.4%
Hartford Equity Income R5 Fund Mutual Fund Investments	Other securities	—	—	$422K	0.4%
Calvert US Large Cap Core Responsible I Fund Mutual Fund Investments	Other securities	—	—	$407K	0.4%
BlackRock High Yield Bond Portfolio Institution Mutual Fund Investments	Other securities	—	—	$400K	0.4%
American Beacon Small Cap Value Class R5 Mutual Fund Investments	Other securities	—	—	$210K	0.2%
Loomis Sayles Global Bond Instl Mutual Fund Investments	Other securities	—	—	$200K	0.2%
Cohen & Steers Real Estate Securities I Fund Mutual Fund Investments	Other securities	—	—	$181K	0.2%
Fidelity Freedom Income 2010 K Mutual Fund Investments	Mutual Funds	—	—	$129K	0.1%
Fidelity Freedom Income K Mutual Fund Investments	Mutual Funds	—	—	$109K	<0.1%
Fidelity Freedom Income 2015 K Mutual Fund Investments	Mutual Funds	—	—	$19K	<0.1%
American Century Inflation Adjusted Bond R6 Mutual Fund Investments	Other securities	—	—	$3K	<0.1%
Fidelity Freedom Income 2070 K Mutual Fund Investments	Mutual Funds	—	—	$2K	<0.1%