Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BCP SECURITIES, LLC
EIN 06-1566998financial servicesLatest filing 2024
Plans
2
Retirement
2
$39.3M assets
Welfare
0
Participants
96
289 GREENWICH AVENUE, 4TH FLOOR - GREENWICH, CT 06830203-629-2181bcpsecurities.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.3M assets / 96 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BCP SECURITIES, INC. PROFIT SHARING PLAN
401k
Assets$28.0M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BCP SECURITIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BCP SECURITIES, INC. PROFIT SHARING PLAN | 401k | $28.0M | 51 | 2024 | |
| 002 | BCP SECURITIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.3M | 45 | 2024 |
Retirement plans