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Original filing (PDF)20250902111054NAL0008693443001

BPG DESIGNS, L.L.C.

Form 5500
FILING_RECEIVED
BPG DESIGNS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
175
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BPG DESIGNS, L.L.C..
Plan sponsor
Name
BPG DESIGNS, L.L.C.
EIN
86-0984068
Address
7307 SOUTH HARL AVENUE · SUITE 1 · TEMPE, AZ · 85283
Phone
(602) 954-2223
Industry
Constructionsee 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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MANSPERGER PATTERSON & MCMULLI PLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708SERVICE PROVIDER$0

Investments

29 direct securities · 1 pooled fund· $6.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized
$3.4M
29 holdings
Pooled Separate Account
$3.3M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
SEPARATE ACCOUNT D
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000
Pooled Separate Account
$3.3M96.9%
25 * Voya Index Solution 2060 P Z$422K12.5%
22 * Voya Index Solution 2045 P Z$416K12.3%
24 * Voya Index Solution 2055 P Z$414K12.2%
21 * Voya Index Solution 2040 P Z$369K10.9%
20 * Voya Index Solution 2035 P Z$313K9.3%
19 * Voya Index Solution 2030 P Z$275K8.1%
13 Vanguard Vangrd 500 Index Fund Adm$232K6.9%
23 * Voya Index Solution 2050 P Z$195K5.8%
26 * Voya Index Solution 2065 P Z$175K5.2%
10 MFS Growth Fund R6$152K4.5%
16 * Voya Fixed Account (4062)$60K1.8%
27 * Voya Index Solution Inc P Z$51K1.5%
Participant Loans 5.25% - 10.50% Interest Rate -$44K1.3%
28 * Voya Intermediate Bond Fund R6$35K1.0%
15 Vanguard Vangrd Tot Int Stk In F Adm$34K1.0%
29 * Voya Solution Mod Agg Pt R6$33K1.0%
7 DFA Infl-Prot Sec Port Ins$20K0.6%
14 Vanguard Vangrd Mid-Cap Index Fund Adm$18K0.5%
18 * Voya Index Solution 2025 P Z$18K0.5%
17 * Voya Gv Mny Mkt F A (Hld Acct)$17K0.5%
9 Eaton Vance Eaton Vance Inc Fd of Bstn R6$13K0.4%
1 AllianceBernstein AB Global Bond Fund Z$12K0.4%
12 PIMCO Income Fund Ins$12K0.3%
3 American Funds American Funds Wash Mutual R6$10K0.3%
2 American Funds American Funds EuroPacific R6$9K0.3%
11 PIMCO CmdtyRlRtn Strat Fnd Ins$9K0.3%
8 DFA US Targeted Vl Port Ins$8K0.2%
5 DFA Emerging Markets Pt Ins ** 847 6 DFA Global Real Est Sec Pt Ins$6K0.2%
4 Clearbridge ClrBrg SmCp Grw Fd IS$5K0.1%

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