How big is BPN, LLP's plan?

BPN, LLP's plan reported $15.3M in assets and 144 participants for 2024.

Original filing (PDF)20251002152012NAL0000420051001

BPN, LLP

Name: BPN, LLP — BPN, LLP Retirement Plan, Form 5500 (2024)
Creator: BPN, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BPN, LLP Retirement Plan

401(k) retirement plan · BPN, LLP's BPN, LLP Retirement Plan held $15.3M in plan assets for 144 participants in 2024, with Empower as recordkeeper.

Active participants

144

Accounts w/ balance

163

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

Plan identifiers

BPN, LLP's EIN is 47-2367027.

EIN 47-2367027

Plan number 001

Plan year 2024

ACK ID 20251002152012NAL0000420051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

29 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

Total administrative cost in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

BPN, LLP

EIN

all filings

Address

115 E STEVENS AVE, SUITE 206 · VALHALLA, NY · 10595

Phone

(516) 282-3356

Industry

Law Offices· Professional & Technical Services

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INS CO OF NY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$40K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$31K	—

Investments

29 direct securities· $15.3M(100% of reported assets)

Mutual Funds

$10.0M

16 holdings

Common Collective Trusts

$2.8M

2 holdings

Other securities

$2.0M

9 holdings

Stable Value

$363K

1 holding

Bonds / Notes

$104K

1 holding

					% of plan
Vanguard 500 Index Admiral Mutual fund	Common Collective Trusts	—	—	$2.4M	15.7%
MFS Lifetime 2035 R6 Mutual fund	Mutual Funds	—	—	$1.8M	11.4%
MFS Lifetime 2045 R6 Mutual fund	Mutual Funds	—	—	$1.7M	11.0%
MFS Lifetime 2055 R6 Mutual fund	Mutual Funds	—	—	$1.6M	10.2%
Vanguard Growth Index Admiral Mutual fund	Mutual Funds	—	—	$1.4M	9.0%
MFS Lifetime 2025 R6 Mutual fund	Mutual Funds	—	—	$1.3M	8.2%
American Funds Growth Fund of Amer R6 Mutual fund	Mutual Funds	—	—	$709K	4.6%
Columbia Dividend Income Instl 3 Mutual fund	Other securities	—	—	$607K	4.0%
MFS International Growth R6 Mutual fund	Mutual Funds	—	—	$456K	3.0%
Vanguard Mid Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$432K	2.8%
American Century Mid Cap Value R6 Mutual fund	Other securities	—	—	$413K	2.7%
Key Guaranteed Portfolio Fund Guaranteed investment contract	Stable Value	—	—	$363K	2.4%
Vanguard Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$292K	1.9%
Western Asset Core Bond IS Mutual fund	Other securities	—	—	$252K	1.6%
Invesco Discovery Mid Cap Growth R6 Mutual fund	Mutual Funds	—	—	$204K	1.3%
Eaton Vance High Income Opportunities I Mutual fund	Other securities	—	—	$192K	1.3%
Van Eck Emerging Markets Z Mutual fund	Other securities	—	—	$182K	1.2%
Vanguard Value Index Admiral Mutual fund	Mutual Funds	—	—	$174K	1.1%
Vanguard Total Intl Bd Index Admiral Mutual fund	Mutual Funds	—	—	$157K	1.0%
American Century Stat ALLC: AGRSV R6 Mutual fund	Other securities	—	—	$145K	0.9%
JPMorgan Small Cap Growth R6 Mutual fund	Other securities	—	—	$112K	0.7%
MFS Growth R6 Mutual fund	Mutual Funds	—	—	$111K	0.7%
Vanguard International Value Portfolio Mutual fund	Mutual Funds	—	—	$106K	0.7%
Notes receivable from participants Interest rate - 4.25% - 9.50%	Bonds / Notes	—	—	$104K	0.7%
Vanguard FTSE All-Wld Ex-US Index Admiral Mutual fund	Mutual Funds	—	—	$103K	0.7%
Cohen & Steers Real Estate Securities Z Mutual fund	Other securities	—	—	$79K	0.5%
American Century Stat ALLC: CNSRV R6 Mutual fund	Other securities	—	—	$23K	0.1%
MFS Total Return R6 Mutual fund	Mutual Funds	—	—	$13K	<0.1%
MFS Lifetime Income Mutual fund	Mutual Funds	—	—	$8K	<0.1%