Original filing (PDF)20251204112332NAL0003240288001

BG CAPITAL, LLC

Name: BG CAPITAL, LLC — BG CAPITAL 401(K) PLAN, Form 5500 (2024)
Creator: BG CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

BG CAPITAL 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BG CAPITAL, LLC.

Plan sponsor

Name

BG CAPITAL, LLC

EIN

47-5619731

Address

THREE BALA PLAZA EAST · SUITE 201E 251 ST ASAPH'S ROAD · BALA CYNWYD, PA · 19004

Phone

(267) 281-9929

Industry

Real Estatesee 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

2025-12-04

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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