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Sponsor portfolio

BDG-CPAS

EIN 22-2625944-accounting-Latest filing 2024
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
38
76 NO. WALNUT STREET - RIDGEWOOD, NJ 07450201-652-4040bdgcpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401k-$7.3M - 21 part#002CashBalance-$1.2M - 17 part

Retirement portfolio analytics

2 plans aggregated / $8.5M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • BDG-CPA'S 401(K) Savings (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $8.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BDG-CPA'S 401(K) Savings (#001)21
  • CASH BALANCE PLAN (#002)17
Total 38Click 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

BDG-CPA'S 401(K) SAVINGS PLAN

401k

Assets$7.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BDG-CPAS CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BDG-CPA'S 401(K) SAVINGS PLAN401k$7.3M212024
002BDG-CPAS CASH BALANCE PLANCashBalance$1.2M172024
Retirement plans
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