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Sponsor portfolio

BGSA HOLDINGS, LLC

EIN 20-2411202-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
13
525 SOUTH FLAGLER DRIVE, SUITE 200 - WEST PALM BEACH, FL 33401561-932-1600
Plans on this EIN
2 filings
#001401k-$2.2M - 8 part#002CashBalance-$1.5M - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • LLC 401(K) Savings (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401(K) Savings (#001)8
  • CASH BALANCE PLAN (#002)5
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BGSA HOLDINGS, LLC 401(K) SAVINGS PLAN

401k

Assets$2.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BGSA HOLDINGS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BGSA HOLDINGS, LLC 401(K) SAVINGS PLAN401k$2.2M82025
002BGSA HOLDINGS, LLC CASH BALANCE PLANCashBalance$1.5M52025
Retirement plans
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