How big is BGR, Inc.'s plan?

BGR, Inc.'s plan reported $17.6M in assets and 195 participants for 2024.

Original filing (PDF)20251010140935NAL0004318499001

BGR, Inc.

Name: BGR, Inc. — BGR, Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: BGR, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BGR, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · BGR, Inc.'s BGR, Inc. 401(k) Profit Sharing Plan held $17.6M in plan assets for 195 participants in 2024.

Active participants

195

Accounts w/ balance

190

Plan assets (EOY)

$17.6M

Net assets (EOY)

$17.6M

Plan identifiers

BGR, Inc.'s EIN is 31-0841900.

EIN 31-0841900

Plan number 001

Plan year 2024

ACK ID 20251010140935NAL0004318499001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

BGR, INC.

EIN

all filings

Address

6392 GANO ROAD · WEST CHESTER, OH · 450694809

Phone

(513) 755-7100

Industry

Wholesale Trade

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

2025-10-10

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCA INVESTMENT ADVISORY SERVICES	59-3766965	—	NONE	$29K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION CORPORATION OF AMERICA	31-1360674	—	NONE	$31K	—
CHARLES SCHWAB TRUST BANK

Investments

26 direct securities· $17.5M(100% of reported assets)

Mutual Funds

$10.0M

15 holdings

Other securities

$4.6M

9 holdings

Common Collective Trusts

$2.7M

1 holding

Bonds / Notes

$204K

1 holding

					% of plan
Vanguard 500 Index ADM Mutual Fund	Common Collective Trusts	—	—	$2.7M	15.4%
Pimco Income Fund I Mutual Fund	Mutual Funds	—	—	$1.4M	8.3%
JP Morgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$1.4M	8.1%
Schwab Bank Savings Money Market Fund	Mutual Funds	—	—	$1.4M	7.8%
Fidelity Adv Total Bond Z Mutual Fund	Mutual Funds	—	—	$1.1M	6.5%
JP Morgan US Value Fund R6 Mutual Fund	Other securities	—	—	$1.1M	6.3%
Vanguard TOT INTL STK INDX ADM Mutual Fund	Mutual Funds	—	—	$926K	5.3%
T Rowe Price Retire 2050 I Mutual Fund	Mutual Funds	—	—	$921K	5.2%
Vanguard Small Cap Index ADM Mutual Fund	Mutual Funds	—	—	$689K	3.9%
T Rowe Price Overseas Stock 1 Mutual Fund	Mutual Funds	—	—	$609K	3.5%
T Rowe Price Retire 2030 I Mutual Fund	Mutual Funds	—	—	$582K	3.3%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$576K	3.3%
T Rowe Price Retire 2040 I Mutual Fund	Mutual Funds	—	—	$500K	2.8%
Janus Henderson Enterprise N Mutual Fund	Mutual Funds	—	—	$455K	2.6%
Vanguard Mid Cap Index ADM Mutual Fund	Mutual Funds	—	—	$454K	2.6%
Cohen&Steers Real Estate Sec Z Mutual Fund	Other securities	—	—	$443K	2.5%
Allspring SPEC Midcap Value R6 Mutual Fund	Other securities	—	—	$431K	2.5%
AF New Perspective Fund R6 Mutual Fund	Other securities	—	—	$419K	2.4%
T Rowe Price Retire 2020 I Mutual Fund	Mutual Funds	—	—	$274K	1.6%
AF American Balanced Fund R6 Mutual Fund	Other securities	—	—	$234K	1.3%
AF Small Cap World Fund R6 Mutual Fund	Other securities	—	—	$207K	1.2%
Participant Loans, various maturities (4.25% - 9.50%) -	Bonds / Notes	—	—	$204K	1.2%
Allspring SPEC SM Cap Value R6 Mutual Fund	Other securities	—	—	$154K	0.9%
Wasatch Core Growth I Mutual Fund	Other securities	—	—	$138K	0.8%
DFA Inflat-Prot Secs Port I Mutual Fund	Mutual Funds	—	—	$97K	0.6%
T Rowe Price Retire 2060 I Mutual Fund	Mutual Funds	—	—	$2K	<0.1%