Original filing (PDF)20251012122820NAL0000428625001

BECKER MORGAN GROUP, INC.

Name: BECKER MORGAN GROUP, INC. — BECKER MORGAN GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: BECKER MORGAN GROUP, INC.

Form 5500

FILING_RECEIVED

BECKER MORGAN GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

125

Accounts w/ balance

137

Plan assets (EOY)

$26.8M

Net assets (EOY)

$26.8M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BECKER MORGAN GROUP, INC..

Plan sponsor

Name

BECKER MORGAN GROUP, INC.

EIN

52-1348971

Address

312 WEST MAIN STREET SUITE 300 · SALISBURY, MD · 21801

Phone

(410) 546-9100

Industry

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

2025-10-12

Pension benefit codes

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)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

PKS & COMPANY, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISOR	$38K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PKS & COMPANY, P.A.	—	SALISBURY, MD	OTHER	$12K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Investments

1 pooled fund· $120K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.