How big is BDG-CPAS' plan?

BDG-CPAS' plan reported $7.3M in assets and 15 participants for 2024.

Original filing (PDF)20251006094109NAL0008931026001

BDG-CPAS

Name: BDG-CPAS — BDG-CPA'S 401(k) Savings Plan, Form 5500 (2024)
Creator: BDG-CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BDG-CPA'S 401(k) Savings Plan

401(k) retirement plan · BDG-CPAS' BDG-CPA'S 401(k) Savings Plan held $7.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Jim Becher signed BDG-CPAS' 2024 Form 5500 as plan administrator.

Jim Becher — 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

BDG-CPAS' EIN is 22-2625944.

EIN 22-2625944

Plan number 001

Plan year 2024

ACK ID 20251006094109NAL0008931026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BDG-CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BDG-CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (85th percentile).

Plan sponsor

Name

BDG-CPAS

EIN

all filings

Address

76 NO. WALNUT STREET · RIDGEWOOD, NJ · 07450

Phone

(201) 652-4040

Industry

CPA Offices· Professional & Technical Services

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

2025-10-06

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

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