How big is BGSA Holdings, LLC's plan?

BGSA Holdings, LLC's plan reported $2.2M in assets and 5 participants for 2025.

Original filing (PDF)20260316202747NAL0003725746001

BGSA Holdings, LLC

Name: BGSA Holdings, LLC — BGSA Holdings, LLC 401(k), Form 5500 (2025)
Creator: BGSA Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BGSA Holdings, LLC 401(k) Savings Plan

401(k) retirement plan · BGSA Holdings, LLC's BGSA Holdings, LLC 401(k) Savings Plan held $2.2M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

BGSA Holdings, LLC's EIN is 20-2411202.

EIN 20-2411202

Plan number 001

Plan year 2025

ACK ID 20260316202747NAL0003725746001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BGSA Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BGSA Holdings, LLC's plan includes profit-sharing, a 401(k) feature, 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 BGSA HOLDINGS, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

BGSA HOLDINGS, LLC

EIN

all filings

Address

525 SOUTH FLAGLER DRIVE, SUITE 200 · WEST PALM BEACH, FL · 33401

Phone

(561) 932-1600

Industry

Finance & Insurance

Plan administrator