Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BPT PERFORMANCE CONSULTING LLC DEFINED BENEFIT PENSION PLAN | CashBalance | $6.2M | 3 | 2025 | |
| 002 | BPT PERFORMANCE CONSULTING LLC PROFIT SHARING 401(K) PLAN | 401k | $2.3M | 3 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BPT PERFORMANCE CONSULTING LLC GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |