How big is BFSG, LLC's plan?

BFSG, LLC's plan reported $6.7M in assets and 33 participants for 2024.

Original filing (PDF)20250909170437NAL0020441905001

BFSG, LLC

Name: BFSG, LLC — BFSG Retirement Savings Plan, Form 5500 (2024)
Creator: BFSG, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BFSG Retirement Savings Plan

401(k) retirement plan · BFSG, LLC's BFSG Retirement Savings Plan held $6.7M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Darren Stewart signed BFSG, LLC's 2024 Form 5500 as plan administrator.

Darren Stewart — 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

BFSG, LLC's EIN is 20-8532658.

EIN 20-8532658

Plan number 001

Plan year 2024

ACK ID 20250909170437NAL0020441905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BFSG, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Plan sponsor

Name

BFSG, LLC

EIN

all filings

Address

2040 MAIN ST STE 720 · IRVINE, CA · 926148212

Phone

(949) 955-0131

Industry

Finance & Insurance

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

2025-09-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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