Original filing (PDF)20240712000504NAL0036758274001

BFG, LLC

Name: BFG, LLC — BARCLAY FINANCIAL GROUP CASH BALANCE PLAN, Form 5500 (2023)
Creator: BFG, LLC

Form 5500-SF

FILING_RECEIVED

BARCLAY FINANCIAL GROUP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

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

Plan sponsor

Name

BFG, LLC

EIN

20-0379528

Address

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

Phone

(972) 774-9100

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-22

Filed

2024-07-12

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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