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Original filing (PDF)20251013080413NAL0000363203001
BC USA GP, LLC
Form 5500
FILING_RECEIVED
BLUECREST USA GP LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
187
Plan assets (EOY)
$27.9M
Net assets (EOY)
$27.9M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BC USA GP, LLC.
Plan sponsor
Name
BC USA GP, LLC
EIN
98-0539589
Address
450 PARK AVE, 31ST FI. · NEW YORK, NY · 10007
Phone
(212) 451-2500
Industry
Finance & Insurancesee 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
39 direct securities· $27.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $5.8M | 20.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.7M | 9.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.4M | 8.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.3M | 8.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.7M | 6.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.6M | 5.8% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.6M | 5.6% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.1M | 3.9% | |
| Vanguard Financials Index ETF Vanguard 0 | — | — | — | $720K | 2.6% | |
| Vanguard Small-Cap Growth ETF Vanguard 0 | — | — | — | $669K | 2.4% | |
| Vanguard Energy Adm Vanguard 0 | — | — | — | $556K | 2.0% | |
| Vanguard Developed Mkts Index Inv Vanguard 0 | — | — | — | $536K | 1.9% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $520K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $482K | 1.7% | |
| Vanguard Consumer Discretionary Idx ETF Vanguard 0 | — | — | — | $453K | 1.6% | |
| Vanguard Industrials Index ETF Vanguard 0 | — | — | — | $365K | 1.3% | |
| Vanguard Long-Term Bond Index ETF Vanguard 0 | — | — | — | $354K | 1.3% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $353K | 1.3% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $345K | 1.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $279K | 1.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 269 Vanguard Short-Term Treasury Adm Vanguard 0 | — | — | — | $274K | 1.0% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $243K | 0.9% | |
| Vanguard Health Care Adm Vanguard 0 | — | — | — | $234K | 0.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $181K | 0.6% | |
| Vanguard Consumer Staples Index ETF Vanguard 0 | — | — | — | $174K | 0.6% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $155K | 0.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $117K | 0.4% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $92K | 0.3% | |
| Vanguard Global Capital Cycles Inv Vanguard 0 | — | — | — | $89K | 0.3% | |
| Vanguard Utilities Index ETF Vanguard 0 | — | — | — | $86K | 0.3% | |
| Vanguard Pacific Stock Index Adm Vanguard 0 | — | — | — | $83K | 0.3% | |
| Vanguard International Explorer Inv Vanguard 0 | — | — | — | $73K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $73K | 0.3% | |
| Vanguard Global ex-US Real Estate ETF Vanguard 0 | — | — | — | $62K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $46K | 0.2% | |
| Vanguard European Stock Index Adm Vanguard 0 | — | — | — | $30K | 0.1% | |
| Vanguard Communications Services ETF Vanguard 0 | — | — | — | $30K | 0.1% | |
| Vanguard Materials Index ETF Vanguard 0 | — | — | — | $12K | <0.1% |
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