Filings through .
BFSG LLC
Matched across 9 name variants in the filings
BFSG LLC summary
BFSG LLC appears on 22 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.9B in assets for 22,214 participants. The median client plan holds $72.0M. Most client plans are sponsored in CA, TX and CO. The largest clients by plan assets are Cubic Corporation, Knobbe Martens Olson & Bear, LLP and Cathay General Bancorp. Plans reported $848K in direct and indirect compensation paid to BFSG LLC. The median is $28K per plan.
- Participants
- 22,214
- Median plan assets
- $72.0M
- Median plan participants
- 407
- Median fees per plan
- $28K
- Schedule C direct + indirect
Top 22 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Cubic Corporation | CA | $649M | 4,168 |
| Knobbe Martens Olson & Bear, LLP | CA | $411M | 945 |
| Cathay General Bancorp | CA | $284M | 1,809 |
| Pharmavite LLC | CA | $253M | 2,885 |
| NBBJ Design | WA | $210M | 1,064 |
| Gep Administrative Services, LLC | CA | $208M | 1,097 |
| Nossaman LLP, plan 001 | CA | $140M | 290 |
| Canyon Partners, L.L.C. | TX | $116M | 354 |
| Martin/Martin, Inc. | CO | $103M | 500 |
| Marcus & Millichap Company | CA | $75.0M | 294 |
| Nossaman LLP, plan 002 | CA | $72.4M | 178 |
| Blanchard Training & Development Inc. | CA | $71.7M | 310 |
| Edison Properties, LLC | NJ | $63.7M | 460 |
| Staffpay, Inc. | CA | $61.6M | 3,999 |
| John A. Martin Structural Engineers Dba John A. Martin & Associates | CA | $48.2M | 175 |
| Resourcing Edge I, LLC | TX | $45.3M | 2,166 |
| Karma Automotive, Inc. | CA | $38.7M | 566 |
| WNC & Associates, Inc. | CA | $38.5M | 176 |
| GBC International Bank | CA | $19.1M | 123 |
| Scufcw Joint Benfit Funds LLC | CA | $12.1M | 211 |
| El Monte Rents, Inc. | CA | $11.7M | 310 |
| Choice Financial, Inc. | CA | $6.5M | 134 |
- Cubic Corporation$649MCAParticipants 4,168
- CAParticipants 945
- CAParticipants 1,809
- Pharmavite LLC$253MCAParticipants 2,885
- NBBJ Design$210MWAParticipants 1,064
- CAParticipants 1,097
- CAParticipants 290
- TXParticipants 354
- Martin/Martin, Inc.$103MCOParticipants 500
- CAParticipants 294
- Nossaman LLP, plan 002$72.4MCAParticipants 178
- CAParticipants 310
- Edison Properties, LLC$63.7MNJParticipants 460
- Staffpay, Inc.$61.6MCAParticipants 3,999
- CAParticipants 175
- Resourcing Edge I, LLC$45.3MTXParticipants 2,166
- Karma Automotive, Inc.$38.7MCAParticipants 566
- WNC & Associates, Inc.$38.5MCAParticipants 176
- GBC International Bank$19.1MCAParticipants 123
- CAParticipants 211
- El Monte Rents, Inc.$11.7MCAParticipants 310
- CAParticipants 134
Top client states
- CA17 plans
- TX2 plans
- CO1 plan
- NJ1 plan
- WA1 plan
Frequently asked questions
- Who uses BFSG LLC?
- 22 retirement plans list BFSG LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Cubic Corporation, Knobbe Martens Olson & Bear, LLP, Cathay General Bancorp, Pharmavite LLC and NBBJ Design. Most client plans are sponsored in CA, TX and CO.
- How many plans does BFSG LLC serve?
- BFSG LLC serves 22 retirement plans with $2.9B in plan assets and 22,214 participants, based on the latest Form 5500 filings through 2024.
- What does BFSG LLC charge?
- Plans reported $848K in total Schedule C compensation paid to BFSG LLC. The median plan paid $28K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served22Rank #580 of mapped providers
Assets under administration$2.9B0.0%Rank #2261 by share of filed assets
Fees received$847,979Median $27,500/planSum across Schedule C direct + indirect
Net wins YoY+612 won - 6 lostPlan-level switch detection
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