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Original filing (PDF)20251006104909NAL0001796499001
BCI BRANDS, LLC
Form 5500
FILING_RECEIVED
BCI BRANDS, LLC EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
305
Accounts w/ balance
204
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
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 BCI BRANDS, LLC.
Plan sponsor
Name
BCI BRANDS, LLC
EIN
87-2015233
Address
530 7TH AVENUE · 18TH FLOOR · NEW YORK, NY · 100184878
Phone
(646) 562-4700
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS INC | 11-3271022 | MELVILLE, NY | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
37 direct securities · 1 pooled fund· $23.3M(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
$12.4M
37 holdings
Pooled Separate Account
$10.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $10.9M | 87.4% | |
| Vanguard Mid-Cap Value Index Fnd Adm | — | — | — | $2.4M | 19.3% | |
| Voya Fixed Account (4634) | — | — | — | $1.5M | 12.2% | |
| American Funds Balanced Fund | — | — | — | $1.1M | 9.0% | |
| Fidelity 500 Index Fund | — | — | — | $979K | 7.9% | |
| Voya Index Solution 2055 Portfolio | — | — | — | $778K | 6.3% | |
| Amercian Funds American Balanced Fund | — | — | — | $696K | 5.6% | |
| Voya Index Solution 2040 Portfolio | — | — | — | $619K | 5.0% | |
| Voya Index Solution 2050 Portfolio | — | — | — | $549K | 4.4% | |
| Voya Index Solution 2035 Portfolio | — | — | — | $546K | 4.4% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $533K | 4.3% | |
| Voya Index Solution 2045 Portfolio | — | — | — | $386K | 3.1% | |
| Voya Index Solution Income Portfolio | — | — | — | $328K | 2.6% | |
| Voya Index Solution 2030 Portfolio | — | — | — | $289K | 2.3% | |
| Voya Partners Index Solution 2025 Portfolio | — | — | — | $209K | 1.7% | |
| Vanguard International Growth Fund | — | — | — | $207K | 1.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $167K | 1.3% | |
| Voya Index Solution 2060 Portfolio | — | — | — | $156K | 1.3% | |
| Vanguard Small-Cap Index Fund | — | — | — | $136K | 1.1% | |
| Templeton Funds Franklin Small Cap Growth Fund | — | — | — | $109K | 0.9% | |
| Voya T. Rowe Price Capital Appreciation Portfolio | — | — | — | $85K | 0.7% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $82K | 0.7% | |
| Voya Index Solution 2065 Portfolio | — | — | — | $79K | 0.6% | |
| Vanguard FTSE All-World ex-US Index Fund | — | — | — | $78K | 0.6% | |
| PGIM Investments Global Total Return Fund | — | — | — | $57K | 0.5% | |
| Amercian Funds New Perspective Fund | — | — | — | $49K | 0.4% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $47K | 0.4% | |
| Notes Receivable From Participants | — | — | — | $47K | 0.4% | |
| DFA Real Estate Securities Portfolio | — | — | — | $46K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $43K | 0.3% | |
| Templeton Funds Franklin Small Cap Growth Fund | — | — | — | $31K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $20K | 0.2% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $18K | 0.1% | |
| PGIM Investments High Yield Fund | — | — | — | $7K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $7K | <0.1% | |
| Voya Government Money Market Fund | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $661 | <0.1% |
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