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Sponsor portfolio

BPFG LLC

EIN 83-0813061-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
83
11790 SUNRISE VALLEY DRIVE, SUITE 200 - RESTON, VA 20191571-346-1256
Plans on this EIN
2 filings
#001401k-$9.6M - 51 part#002CashBalance-$1.1M - 32 part

Retirement portfolio analytics

2 plans aggregated / $10.7M assets / 83 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • BPFG 401(K)PLAN (#001)90%
  • CASH BALANCE PLAN (#002)10%
Total $10.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BPFG 401(K)PLAN (#001)51
  • CASH BALANCE PLAN (#002)32
Total 83Click 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

BPFG 401(K)PLAN

401k

Assets$9.6M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BPFG LLC CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BPFG 401(K)PLAN401k$9.6M512024
002BPFG LLC CASH BALANCE PLANCashBalance$1.1M322024
Retirement plans
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