Original filing (PDF)20240222132503NAL0004941552001

BG LEIN MANAGEMENT CORPORATION

Name: BG LEIN MANAGEMENT CORPORATION — BG LEIN 401(K) PLAN, Form 5500 (2022)
Creator: BG LEIN MANAGEMENT CORPORATION

Form 5500-SF

FILING_RECEIVED

BG LEIN 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 6.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BG LEIN MANAGEMENT CORPORATION.

Plan sponsor

Name

BG LEIN MANAGEMENT CORPORATION

EIN

39-1952223

Address

1111 WEST LAYTON AVENUE · MILWAUKEE, WI · 53221

Phone

(414) 774-0153

Industry

Real Estatesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESORUCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-14

Filed

2024-02-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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