How big is BG Capital, LLC's plan?

BG Capital, LLC's plan reported $588K in assets and 20 participants for 2024.

Original filing (PDF)20251204112332NAL0003240288001

BG Capital, LLC

Name: BG Capital, LLC — BG Capital 401(k) Plan, Form 5500 (2024)
Creator: BG Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BG Capital 401(k) Plan

401(k) retirement plan · BG Capital, LLC's BG Capital 401(k) Plan held $588K in plan assets for 20 participants in 2024.

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

People on this filing

Rebecca Smyth signed BG Capital, LLC's 2024 Form 5500 as plan administrator.

Rebecca Smyth — 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

BG Capital, LLC's EIN is 47-5619731.

EIN 47-5619731

Plan number 001

Plan year 2024

ACK ID 20251204112332NAL0003240288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BG Capital, 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 BG CAPITAL, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BG CAPITAL, LLC

EIN

all filings

Address

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

Phone

(267) 281-9929

Industry

Real Estate

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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