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Original filing (PDF)20251015140622NAL0002418739001
BDP INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
BDP INTERNATIONAL, INC. 401K AND PROFIT SHARING
401(k) retirement plan
Active participants
1,261
Accounts w/ balance
1,572
Plan assets (EOY)
$125.9M
Net assets (EOY)
$125.9M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 135% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BDP INTERNATIONAL, INC..
Plan sponsor
Name
BDP INTERNATIONAL, INC.
EIN
23-1878776
Address
510 WALNUT STREET FLOOR 3 · PHILADELPHIA, PA · 19106
Phone
(267) 421-9663
Industry
Finance & Insurancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $221K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $70K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
Investments
17 direct securities· $123.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 Registered Investment Company - | — | — | — | $22.2M | 17.6% | |
| Vanguard Value Index Adm Registered Investment Company - | — | — | — | $19.7M | 15.7% | |
| Vanguard Developed Markets Index Admiral Registered Investment Company - | — | — | — | $15.5M | 12.3% | |
| Empower Guaranteed Income Fund Insurance Company Contract - | — | — | — | $12.8M | 10.1% | |
| American Funds Bond Dund of Amer R6 Registered Investment Company - | — | — | — | $8.8M | 7.0% | |
| Vanguard mid-cap Value Index Admiral Registered Investment Company - | — | — | — | $8.2M | 6.5% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company - | — | — | — | $6.4M | 5.1% | |
| iShares S&P 500 Index K Registered Investment Company - | — | — | — | $6.1M | 4.9% | |
| American Funds New World R6 Registered Investment Company - | — | — | — | $6.0M | 4.7% | |
| American Funds New Perspective R6 Registered Investment Company - | — | — | — | $4.5M | 3.6% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Company - | — | — | — | $4.4M | 3.5% | |
| Janus Henderson Triton N Registered Investment Company - | — | — | — | $3.7M | 2.9% | |
| American Funds American Balanced R6 Registered Investment Company - | — | — | — | $3.4M | 2.7% | |
| PGIM High-Yield R6 Registered Investment Company - | — | — | — | $849K | 0.7% | |
| Blackrock Inflation Prted Bd Blackrock Registered Investment Company - | — | — | — | $579K | 0.5% | |
| DFA Real Estate Securities I Registered Investment Company - | — | — | — | $421K | 0.3% | |
| Empower SDB Self Directed Brokerage - | — | — | — | $328K | 0.3% |