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Sponsor portfolio

BELTZER BANGERT & GUNNELL LLP

EIN 82-1243825-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
92
5420 S. QUEBEC STREET, SUITE 103 - GREENWOOD VILLAGE, CO 80111720-576-7225
Plans on this EIN
2 filings
#001401k-$12.0M - 59 part#002CashBalance-$2.0M - 33 part

Retirement portfolio analytics

2 plans aggregated / $14.1M assets / 92 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • BBG RETIREMENT PLAN (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $14.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BBG RETIREMENT PLAN (#001)59
  • CASH BALANCE PLAN (#002)33
Total 92Click 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

BBG RETIREMENT PLAN

401k

Assets$12.0M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BBG CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BBG RETIREMENT PLAN401k$12.0M592025
002BBG CASH BALANCE PLANCashBalance$2.0M332024
Retirement plans
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