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Original filing (PDF)20251013165109NAL0000838131001
BGI LLC
Form 5500
FILING_RECEIVED
BGI LLC 401K AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
281
Accounts w/ balance
326
Plan assets (EOY)
$35.8M
Net assets (EOY)
$35.8M
How this plan invests
This plan
30 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BGI LLC.
Plan sponsor
Name
BGI LLC
EIN
26-0031861
Address
1141 BOWMAN ROAD · SUITE 101 · MOUNT PLEASANT, SC · 29464
Phone
(817) 731-7878
Industry
Transportation & Warehousingsee 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
2025-10-13
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
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAILEY & HINSKE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC | 59-1237041 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN | $129K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEC PENSION MANAGEMENT | 75-2776689 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV PART | $0 | — |
Investments
3 direct securities · 30 pooled funds· $37.0M(100% 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.
Common Collective Trust
$34.8M
30 holdings
Common Collective Trusts
$2.0M
2 holdings
Uncategorized
$197K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.1M | 14.2% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $4.0M | 11.3% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $4.0M | 11.2% | |
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $3.1M | 8.8% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $3.0M | 8.2% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GRAY TRUST · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $2.4M | 6.8% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $2.3M | 6.5% | |
| BLACKROCK MID CAP EQ IDX CL1 GREAT GRAY TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| MYWAYRETIREMENT IDX RETIRMENT FD WILINGTON TRUST N.A. | Common Collective Trusts | — | — | $1.3M | 3.7% | |
| MYYWAYRTMT IDX RETIEMENT FD GREAT GRAY TRUST · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $1.0M | 2.9% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $940K | 2.6% | |
| MYWAYTRMT LRG CAP VAL R GREAT GRAY TRUST · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $928K | 2.6% | |
| MYWAYRETIREMENT MULI-SEC BD R GREAT GRAY TRUST · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $785K | 2.2% | |
| MYWAYRTMT EMERG MRKTS R GREAT GRAY TRUST CO | Common Collective Trusts | — | — | $716K | 2.0% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $648K | 1.8% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $453K | 1.3% | |
| BLACKROCK EAFE EQ IDX CI R FD GREAT GRAY TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $449K | 1.3% | |
| MYWAYRETIREMENT CORE BOND R FD GREAT GRAY TRUST · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $430K | 1.2% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $262K | 0.7% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $221K | 0.6% | |
| MYWAYRETIREMENT SM CAP GRTH R GREAT GRAY TRUST · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $207K | 0.6% | |
| INSURANCE CO GENERAL PRIN FIXED INC GUAR OPTION PRINCIPAL LIFE INSURANCE CO | — | — | — | $197K | 0.5% | |
| MYWAYRETIREMENT SM CAP VAL R GREAT GRAY TRUST · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $194K | 0.5% | |
| MYWAYRTMT INTERNATIONAL GREAT GRAY TRUST · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $103K | 0.3% | |
| MYWAYRETIREMENT EMERG MRKTS R GREAT GRAY TRUST · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $72K | 0.2% | |
| BLACKROCK US TIPS INDEX CL 1 GREAT GRAY TRUST · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $61K | 0.2% | |
| MYWAYRTMT IDX MID CAP GRTH R GREAT GRAY TRUST · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $59K | 0.2% | |
| MYWAYRETIRMENT GLOBAL BOND R GREAT GRAY TRUST · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $40K | 0.1% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $9K | <0.1% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $8K | <0.1% | |
| MYWAYRTMT IDX 2025 FUND GREAT GRAY TRUST · EIN 38-4065299 / PN 328 | Common Collective Trust | — | — | $0 | <0.1% |
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