How big is BCD Health Partners, LLC's plan?

BCD Health Partners, LLC's plan reported $17.3M in assets and 133 participants for 2024.

Original filing (PDF)20251007064142NAL0007614256001

BCD Health Partners, LLC

Name: BCD Health Partners, LLC — BCD Health Partners, LLC, Form 5500 (2024)
Creator: BCD Health Partners, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BCD Health Partners, LLC 401(k) Plan

401(k) retirement plan · BCD Health Partners, LLC's BCD Health Partners, LLC 401(k) Plan held $17.3M in plan assets for 133 participants in 2024, with ADP as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

133

Accounts w/ balance

175

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

People on this filing

Nicholas ZAPF signed BCD Health Partners, LLC's 2024 Form 5500 as plan administrator.

Nicholas ZAPF — 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

BCD Health Partners, LLC's EIN is 45-0634823.

EIN 45-0634823

Plan number 001

Plan year 2024

ACK ID 20251007064142NAL0007614256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BCD Health Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BCD Health Partners, LLC's plan includes profit-sharing, a 401(k) feature, 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 BCD HEALTH PARTNERS, LLC.

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How this plan invests

This plan

25 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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

BCD HEALTH PARTNERS, LLC

EIN

all filings

Address

1 GARRET MOUNTAIN PLAZA, SUITE 502 · WOODLAND PARK, NJ · 07424

Phone

(201) 252-8700

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORDKEEPER	$5K	—
CAPITAL GROUP RETIREMENT PLAN	82-4555287	IRVINE, CA	RECORDKEEPER	$463	—
ADP BROKER-DEALER	22-3319984	—	RECORDKEEPER	$0	—

TPA / Administrator

Investments

25 direct securities· $16.9M(98% of reported assets)

Mutual Funds

$15.6M

19 holdings

Common Collective Trusts

$1.0M

1 holding

Other securities

$277K

5 holdings

					% of plan
AMERICAN FUNDS 2035 TARGET DATE FUND R6	Mutual Funds	—	—	$3.5M	20.0%
AMERICAN FUNDS 2030 TARGET DATE FUND R6	Mutual Funds	—	—	$3.1M	17.9%
AMERICAN FUNDS 2020 TARGET DATE FUND R6	Mutual Funds	—	—	$2.5M	14.4%
AMERICAN FUNDS 2045 TARGET DATE FUND R6	Mutual Funds	—	—	$2.2M	12.7%
AMERICAN FUNDS 2040 TARGET DATE FUND R6	Mutual Funds	—	—	$1.8M	10.7%
AMERICAN FUNDS 2025 TARGET DATE FUND R6	Mutual Funds	—	—	$1.2M	7.0%
FIDELITY 500 INDEX	Common Collective Trusts	—	—	$1.0M	5.9%
AMERICAN FUNDS 2050 TARGET DATE FUND R6	Mutual Funds	—	—	$649K	3.8%
AMERICAN FUNDS 2055 TARGET DATE FUND R6	Mutual Funds	—	—	$190K	1.1%
PARTICIPANTS' NOTES RECEIVABLE	Other securities	—	—	$160K	0.9%
AMERICAN FUNDS 2015 TARGET DATE FUND R6	Mutual Funds	—	—	$120K	0.7%
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL	Mutual Funds	—	—	$89K	0.5%
MASSMUTUAL SMALL CAP OPPORTUN I	Other securities	—	—	$87K	0.5%
AMERICAN FUNDS 2060 TARGET DATE FUND R6	Mutual Funds	—	—	$58K	0.3%
AMERICAN FUNDS 2065 TARGET DATE FUND R6	Mutual Funds	—	—	$52K	0.3%
AMERICAN FUNDS AMERICAN BALANCED R6	Mutual Funds	—	—	$40K	0.2%
AMERICAN FUNDS US GOVT MONEY MARKET R6	Mutual Funds	—	—	$31K	0.2%
PUTNAM SMALL CAP GROWTH Y	Mutual Funds	—	—	$29K	0.2%
NUVEEN LARGE CAP GROWTH INDEX R6	Mutual Funds	—	—	$20K	0.1%
FIDELITY ADVISOR SEMICONDUCTORS Z	Mutual Funds	—	—	$19K	0.1%
VICTORY NASDAQ-100 INDEX R6	Other securities	—	—	$16K	<0.1%
COHEN & STEERS REAL EST SEC Z	Other securities	—	—	$12K	<0.1%
PUTNAM LARGE CAP VALUE R6	Mutual Funds	—	—	$3K	<0.1%
AMERICAN FUNDS 2070 TARGET DATE FUND R6	Mutual Funds	—	—	$2K	<0.1%
GOLDMAN SACHS MID CAP VALUE INSTL	Other securities	—	—	$2K	<0.1%