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Original filing (PDF)20251002152012NAL0000420051001
BPN, LLP
Form 5500
FILING_RECEIVED
BPN, LLP RETIREMENT PLAN
401(k) retirement plan
Active participants
144
Accounts w/ balance
163
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
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 (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BPN, LLP.
Plan sponsor
Name
BPN, LLP
EIN
47-2367027
Address
115 E STEVENS AVE, SUITE 206 · VALHALLA, NY · 10595
Phone
(516) 282-3356
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO OF NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $31K | — |
| CAMBRIDGE INVESTMENT RESEARCH INC | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | MILWAUKEE, WI | TPA | $2K | — |
Investments
29 direct securities· $15.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $2.4M | 15.7% | |
| MFS Lifetime 2035 R6 Mutual fund | — | — | — | $1.8M | 11.4% | |
| MFS Lifetime 2045 R6 Mutual fund | — | — | — | $1.7M | 11.0% | |
| MFS Lifetime 2055 R6 Mutual fund | — | — | — | $1.6M | 10.2% | |
| Vanguard Growth Index Admiral Mutual fund | — | — | — | $1.4M | 9.0% | |
| MFS Lifetime 2025 R6 Mutual fund | — | — | — | $1.3M | 8.2% | |
| American Funds Growth Fund of Amer R6 Mutual fund | — | — | — | $709K | 4.6% | |
| Columbia Dividend Income Instl 3 Mutual fund | — | — | — | $607K | 4.0% | |
| MFS International Growth R6 Mutual fund | — | — | — | $456K | 3.0% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund | — | — | — | $432K | 2.8% | |
| American Century Mid Cap Value R6 Mutual fund | — | — | — | $413K | 2.7% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | — | — | — | $363K | 2.4% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $292K | 1.9% | |
| Western Asset Core Bond IS Mutual fund | — | — | — | $252K | 1.6% | |
| Invesco Discovery Mid Cap Growth R6 Mutual fund | — | — | — | $204K | 1.3% | |
| Eaton Vance High Income Opportunities I Mutual fund | — | — | — | $192K | 1.3% | |
| Van Eck Emerging Markets Z Mutual fund | — | — | — | $182K | 1.2% | |
| Vanguard Value Index Admiral Mutual fund | — | — | — | $174K | 1.1% | |
| Vanguard Total Intl Bd Index Admiral Mutual fund | — | — | — | $157K | 1.0% | |
| American Century Stat ALLC: AGRSV R6 Mutual fund | — | — | — | $145K | 0.9% | |
| JPMorgan Small Cap Growth R6 Mutual fund | — | — | — | $112K | 0.7% | |
| MFS Growth R6 Mutual fund | — | — | — | $111K | 0.7% | |
| Vanguard International Value Portfolio Mutual fund | — | — | — | $106K | 0.7% | |
| Notes receivable from participants Interest rate - 4.25% - 9.50% | — | — | — | $104K | 0.7% | |
| Vanguard FTSE All-Wld Ex-US Index Admiral Mutual fund | — | — | — | $103K | 0.7% | |
| Cohen & Steers Real Estate Securities Z Mutual fund | — | — | — | $79K | 0.5% | |
| American Century Stat ALLC: CNSRV R6 Mutual fund | — | — | — | $23K | 0.1% | |
| MFS Total Return R6 Mutual fund | — | — | — | $13K | <0.1% | |
| MFS Lifetime Income Mutual fund | — | — | — | $8K | <0.1% |