Original filing (PDF)20251010140935NAL0004318499001

BGR, INC.

Name: BGR, INC. — BGR, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BGR, INC.

Form 5500

FILING_RECEIVED

BGR, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

195

Accounts w/ balance

190

Plan assets (EOY)

$17.6M

Net assets (EOY)

$17.6M

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 (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

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 BGR, INC..

Plan sponsor

Name

BGR, INC.

EIN

31-0841900

Address

6392 GANO ROAD · WEST CHESTER, OH · 450694809

Phone

(513) 755-7100

Industry

Wholesale Tradesee 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

2025-10-10

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)

Auditor

CLARK SCHAEFER HACKETT

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION CORPORATION OF AMERICA	31-1360674	—	NONE	$31K	—
PCA INVESTMENT ADVISORY SERVICES	59-3766965	—	NONE	$29K	—
CHARLES SCHWAB TRUST BANK	82-3967259	—	NONE	$4K	—

Investments

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

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