Original filing (PDF)20251009132315NAL0006642641001

BILZIN SUMBERG BAENA PRICE & AXELROD LLP

Name: BILZIN SUMBERG BAENA PRICE & AXELROD LLP — BSBP&A LLP 401(K) PLAN I, Form 5500 (2024)
Creator: BILZIN SUMBERG BAENA PRICE & AXELROD LLP

Form 5500

FILING_RECEIVED

BSBP&A LLP 401(K) PLAN I

401(k) retirement plan

Signals · 2

Late participant contributionsHigh average account balance

Active participants

143

Accounts w/ balance

168

Plan assets (EOY)

$57.4M

Net assets (EOY)

$57.4M

How this plan invests

This plan

10 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILZIN SUMBERG BAENA PRICE & AXELROD LLP.

Plan sponsor

Name

BILZIN SUMBERG BAENA PRICE & AXELROD LLP

EIN

65-0801626

Address

1450 BRICKELL AVENUE, · 23RD FLOOR · MIAMI, FL · 33131

Phone

(305) 350-2382

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

2025-10-09

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

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP INC.	27-2037969	—	OTHER SERVICES	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLC	35-2552359	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Investments

10 pooled funds· $15.8M(27% 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.

Common Collective Trust

$15.4M

9 holdings

Pooled Separate Account

$345K

1 holding

			% of plan
BLACKROCK EQTY INDEX CI R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001	Common Collective Trust	$5.1M	8.8%
CORE PI BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515	Common Collective Trust	$3.1M	5.4%
GREATGRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001	Common Collective Trust	$2.6M	4.6%
SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554	Common Collective Trust	$1.3M	2.3%
MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630	Common Collective Trust	$1.3M	2.2%
MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549	Common Collective Trust	$1.1M	1.8%
SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592	Common Collective Trust	$755K	1.3%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	$345K	0.6%
INVESCO INT'L SM-MID CAP TR B1 INVESCO TRUST COMPANY · EIN 47-1449068 / PN 001	Common Collective Trust	$213K	0.4%
EMERGING MARKETS I1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672	Common Collective Trust	$0	<0.1%