Original filing (PDF)20250731093329NAL0002954131003

BCTGM ATLANTIC PROFIT SHARING PLAN

Name: BCTGM ATLANTIC PROFIT SHARING PLAN — BCTGM ATLANTIC PROFIT SHARING FUND, Form 5500 (2024)
Creator: BCTGM ATLANTIC PROFIT SHARING PLAN

Form 5500

FILING_RECEIVED

BCTGM ATLANTIC PROFIT SHARING FUND

401(k) retirement plan

Signals · 2

~81 bps in Sched C fees7 service providers

Active participants

1,170

Accounts w/ balance

2,775

Plan assets (EOY)

$43.8M

Net assets (EOY)

$43.7M

How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

81 bps in Schedule C fees — 179% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BCTGM ATLANTIC PROFIT SHARING PLAN.

Plan sponsor

Name

BCTGM ATLANTIC PROFIT SHARING PLAN

EIN

23-2972313

Address

601 DRESHER ROAD, STE 103 · HORSHAM, PA · 19044

Phone

(267) 387-6383

Industry

Manufacturingsee all

Plan administrator

Name

TRUSTEES OF BCTGM ATLANTIC PROFIT SHARING FUND

EIN

23-2972313

City

HORSHAM, PA

Phone

(267) 387-6383

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN & COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	CEDAR RAPIDS, IA	RECORD KEEPER	$223K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CADARET GRANT & COMPANY	22-2361254	SYRACUSE, NY	INVESTMENT ADVISOR	$85K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	BOSTON, MA	SECURITIES BROKER	$0	—
MID ATLANTIC CAPITAL CORPORATION	25-1409618	PITTSBURGH, PA	SECURITIES BROKER	$0	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CITRIN COOPERMAN & COMPANY, LLP	22-2428965	JERICHO, NY	ACCOUNTANT	$19K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp
ABATO, RUBENSTEIN AND ABATO, P.A.	52-0904713	BALTIMORE, MD	LEGAL	$15K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WB ADVISORS, LLC	45-4840347	MOUNT KISCO, NY	ADMINISTRATOR	$12K	—

Investments

32 direct securities · 1 pooled fund· $41.8M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$28.2M

28 holdings

Mutual Funds

$8.8M

4 holdings

Common Collective Trust

$4.9M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Blue Chip Gr	Mutual Funds	—	$26K	$5.9M	13.4%
RELIANCE/METLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$4.9M	11.2%
Interest, Par or Maturity Value Units Cost* Market Value American Funds New 648018844 Mutual Fund	—	—	$75K	$4.5M	10.4%
Calvert US Lg Cap Core 131582785 Mutual Fund	—	—	$68K	$3.4M	7.7%
Perspective R4 09661L302 Mutual Fund BNY Mellon S&P 500 Index	—	—	$57K	$3.3M	7.5%
Dodge & Cox Inc I	Mutual Funds	—	$220K	$2.7M	6.2%
4812C1710 Mutual Fund JPMorgan Mid Cap Gr I	—	—	$51K	$2.5M	5.8%
77957Y106 Mutual Fund T. Rowe Price Mid Cap Val	—	—	$59K	$1.9M	4.3%
Vanguard Short Term Inv 922031836 Mutual Fund	—	—	$146K	$1.5M	3.4%
Inv Fidelity Freedom Index 2055 315793828 Mutual Fund	—	—	$68K	$1.5M	3.3%
Participants notes receivable with interest rates of 4.25% to 9.50%	—	—	—	$1.3M	2.9%
Inv Fidelity Freedom Index 2050 315793869 Mutual Fund	—	—	$44K	$1.1M	2.6%
Inv Fidelity Freedom Index 2035 315793802 Mutual Fund	—	—	$49K	$1.1M	2.6%
Inv Fidelity Freedom Index 2045 315793877 Mutual Fund	—	—	$41K	$1.1M	2.4%
Inv Fidelity Freedom Index 2030 315793703 Mutual Fund	—	—	$47K	$956K	2.2%
Inv Fidelity Freedom Index 2025 315793604 Mutual Fund	—	—	$37K	$696K	1.6%
Inv Fidelity Freedom Index 2040 315793885 Mutual Fund	—	—	$22K	$542K	1.2%
81728B825 Mutual Fund Touchstone Small Co Y	—	—	$68K	$474K	1.1%
Inv Fidelity Freedom Index 2065 315796839 Mutual Fund	—	—	$32K	$464K	1.1%
24610B859 Mutual Fund Macquarie Small Cap Core I	—	—	$13K	$407K	0.9%
Fidelity Freedom Index 2020 315793505 Mutual Fund	—	—	$24K	$377K	0.9%
I 4812C0399 Mutual Fund JPMorgan Govt Bd A	—	—	$25K	$234K	0.5%
Janus Henderson Glbl Tech 471023333 Mutual Fund	—	—	$3K	$214K	0.5%
Adm 921908877 Mutual Fund Vanguard REIT Index Adm	—	—	$1K	$174K	0.4%
MFS Intl Gr R6	Mutual Funds	—	$4K	$150K	0.3%
Adm Vanguard Mid Cap Index 92205M606 Mutual Fund 340	—	—	—	$111K	0.3%
Rspnb Idx A 233203785 Mutual Fund DFA Emerging Mkts I	—	—	$4K	$102K	0.2%
Interest, Par or Maturity Value Units Cost* Market Value 355148503 Mutual Fund Franklin Small Cap Val Adv	—	—	$2K	$100K	0.2%
Investor Fidelity Slct Medical Equip & 316390475 Mutual Fund 932	—	—	—	$58K	0.1%
Franklin Utilities A1	Mutual Funds	—	$2K	$49K	0.1%
Inv Fidelity Freedom Index Inc 315792150 Mutual Fund	—	—	$3K	$38K	<0.1%
Fund 25053 Cl 35	—	—	—	$26K	<0.1%
Vanguard Financials Index 92204A835 Mutual Fund 245	—	—	—	$14K	<0.1%