How big is Bnccorp, Inc.'s plan?

Bnccorp, Inc.'s plan reported $48.9M in assets and 130 participants for 2025.

Original filing (PDF)20260430162245NAL0000147008001

Bnccorp, Inc.

Name: Bnccorp, Inc. — Bnccorp, Inc. 401(k) Savings Plan, Form 5500 (2025)
Creator: Bnccorp, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bnccorp, Inc. 401(k) Savings Plan

401(k) retirement plan · Bnccorp, Inc.'s Bnccorp, Inc. 401(k) Savings Plan held $48.9M in plan assets for 130 participants in 2025, with BNC National Bank as recordkeeper.

Active participants

130

Accounts w/ balance

291

Plan assets (EOY)

$48.9M

Net assets (EOY)

$48.9M

People on this filing

Julie Andresen signed Bnccorp, Inc.'s 2025 Form 5500 as plan administrator.

Julie Andresen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bnccorp, Inc.'s EIN is 45-0402816.

EIN 45-0402816

Plan number 001

Plan year 2025

ACK ID 20260430162245NAL0000147008001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bnccorp, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BNCCORP, INC..

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How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BNCCORP, INC.

EIN

all filings

Address

322 EAST MAIN AVENUE · BISMARCK, ND · 585024050

Phone

(701) 250-3000

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2K · 401(m) arrangement

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BNC NATIONAL BANK	86-1024756	BISMARCK, ND	TRUSTEE/RECORDKEEPER	$4K	—

Investments

42 direct securities· $48.5M(99% of reported assets)

Other securities

$18.6M

19 holdings

Mutual Funds

$15.5M

16 holdings

Common Collective Trusts

$7.6M

4 holdings

Cash / Money Market

$5.9M

1 holding

Common Stocks

$751K

1 holding

Agency / Mortgage-Backed

$237K

1 holding

					% of plan
BNC Money Market Account Interest-bearing cash	Cash / Money Market	—	—	$5.9M	12.1%
Dodge & Cox Stock Fund Mutual fund	Mutual Funds	—	—	$3.7M	7.6%
Vanguard 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$3.7M	7.5%
T. Rowe Price Growth Stock Fund Mutual fund	Other securities	—	—	$3.4M	6.9%
Mairs & Power Growth Fund Mutual fund	Other securities	—	—	$3.0M	6.1%
T. Rowe Price Mid-Cap Growth Fund Mutual fund	Other securities	—	—	$2.3M	4.7%
SPDR Gold Shares ETF fund	Other securities	—	—	$2.1M	4.3%
Vanguard LifeStrategy Growth Fund Mutual fund	Mutual Funds	—	—	$2.0M	4.2%
American Funds – The Growth Fund of America Mutual fund	Mutual Funds	—	—	$1.9M	3.9%
Vanguard Small-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.9M	3.8%
Vanguard Energy Fund Mutual fund	Mutual Funds	—	—	$1.5M	3.1%
Vanguard Total Stock Market Index Fund Mutual fund	Common Collective Trusts	—	—	$1.4M	2.8%
American Funds – Investment Company of America Mutual fund	Mutual Funds	—	—	$1.2M	2.5%
Allspring Precious Metals Inst Mutual fund	Other securities	—	—	$1.1M	2.2%
American Funds – New Perspective Fund Mutual fund	Mutual Funds	—	—	$1.1M	2.2%
Performance Trust Strategic Bond Fund Mutual fund	Other securities	—	—	$1.0M	2.1%
Vanguard LifeStrategy Moderate Growth Fund Mutual fund	Mutual Funds	—	—	$1.0M	2.1%
Cohen & Steers Realty Shares Fund Mutual fund	Other securities	—	—	$999K	2.0%
Boston Partners Long/Short Equity Fund Mutual fund	Other securities	—	—	$832K	1.7%
AMG River Road Mid Cap Value Fund Mutual fund	Other securities	—	—	$817K	1.7%
BNCCORP, INC. Stock Common stock	Common Stocks	—	—	$751K	1.5%
American Funds – Washington Mutual Investors Fund Mutual fund	Mutual Funds	—	—	$701K	1.4%
Vanguard European Stock Index Fund Mutual fund	Common Collective Trusts	—	—	$660K	1.3%
Vanguard LifeStrategy Conservative Growth Fund Mutual fund	Mutual Funds	—	—	$597K	1.2%
Loomis Sayles Small Cap Growth Fund Mutual fund	Other securities	—	—	$488K	1.0%
Vanguard Inflation-Protected Securities Fund Mutual fund	Mutual Funds	—	—	$476K	1.0%
iShares Silver Trust ETF fund	Other securities	—	—	$401K	0.8%
Nomura High Income Fund Mutual fund	Other securities	—	—	$399K	0.8%
Loomis Sayles Income Fund Mutual fund	Other securities	—	—	$359K	0.7%
DoubleLine Emerging Markets Fixed Income Fund Mutual fund	Other securities	—	—	$333K	0.7%
DoubleLine Total Return Bond Fund Mutual fund	Other securities	—	—	$308K	0.6%
Winton Managed Futures Trend Mutual fund	Other securities	—	—	$289K	0.6%
Invesco International Bond Fund Mutual fund	Mutual Funds	—	—	$239K	0.5%
and maturing through October 2030 -0-	Other securities	—	—	$239K	0.5%
Vanguard GNMA Fund Mutual fund	Agency / Mortgage-Backed	—	—	$237K	0.5%
PIMCO Commodity Real Return Strategy Fund Mutual fund	Mutual Funds	—	—	$222K	0.5%
American Funds – Small Cap World Fund Mutual fund	Mutual Funds	—	—	$213K	0.4%
PIMCO Total Return Fund Mutual fund	Mutual Funds	—	—	$197K	0.4%
Invesco International Dividend Achievers ETF fund	Mutual Funds	—	—	$171K	0.3%
Vanguard LifeStrategy Income Fund Mutual fund	Mutual Funds	—	—	$163K	0.3%
LDR Real Estate Value Opportunity Fund Mutual fund	Other securities	—	—	$159K	0.3%
Credit Suisse Commodity Return Strategy Fund Mutual fund	Other securities	—	—	$40K	<0.1%