Retirement plan

BDS GROUP LLC 401(K) PLAN

Name: BDS GROUP, L.L.C. D/B/A ALPHA GRAPHICS US 333 - BDS GROUP LLC 401(K) PLAN (2025) Form 5500
Creator: BDS GROUP, L.L.C. D/B/A ALPHA GRAPHICS US 333
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BDS GROUP LLC 401(K) PLAN, BDS GROUP, L.L.C. D/B/A ALPHA GRAPHICS US 333

BDS GROUP, L.L.C. D/B/A ALPHA GRAPHICS US 333EIN 20-0261548Plan #001PY 2025

3005 MACARTHUR BLVD - NORTHBROOK, IL 60062847-317-9001

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$205K

+50.9% from 2024

Total participants

+20.0% from 2024

Average account balance

$34,084

+25.7% from 2024

Annual return

18.79%

+5.02 pp from 2024

Benchmarks

See 10,223 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,223 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$205K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$34K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$600

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$1201 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.761%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,084

$124,980-72.7%

$108,359-68.5%

$154,746-78.0%

Participation rate

100.0%

75.2%+24.8pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

18.79%

45.00%-26.2pp

36.89%-18.1pp

172.34%-153.5pp

Employer contribution / active EE

$2,178

$2,851-23.6%

$2,399-9.2%

$4,379-50.3%

Participant deferral / active EE

$12,319

$4,743+159.7%

$4,137+197.8%

$6,730+83.0%

Admin fee / account holder

$600

$11,502-94.8%

$9,741-93.8%

$14,365-95.8%

BDS GROUP LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BDS GROUP LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion