Original filing (PDF)20250605160124NAL0020369760001

BFG, LLC DBA BARCLAY FINANCIAL G

Name: BFG, LLC DBA BARCLAY FINANCIAL G — BARCLAY FINANCIAL GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BFG, LLC DBA BARCLAY FINANCIAL G

Form 5500-SF

FILING_RECEIVED

BARCLAY FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BFG, LLC DBA BARCLAY FINANCIAL G.

Plan sponsor

Name

BFG, LLC DBA BARCLAY FINANCIAL G

EIN

20-0379528

Address

4851 LBJ FREEWAY · STE 510 · DALLAS, TX · 75244

Phone

(972) 774-9100

Industry

Admin Support & Waste Mgmtsee all

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

2025-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

NAVE BANK

NAVE BANK 401(K)

$2.0M · 37 participants

MINUTE MAN SERVICES, INC.

MINUTE MAN SERVICES 401(K) PLAN

$2.0M · 61 participants

CEDAR RAPIDS PHYSICIAN - HOSPITAL ORGANIZATION, LC

PARAMOUNT HEALTH OPTIONS 401(K) PLAN

$2.0M · 15 participants

NATIONAL CENTER FOR FACULTY DE

NATIONAL CENTER FOR FACULTY DE 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 32 participants

SENSIBLE CARE, A MEDICAL CORP.

SENSIBLE CARE, A MEDICAL CORP. 401(K) PLAN