Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 21 in 2023
Providers › BFSG, LLC
BFSG, LLC
- Service provider, as named on Schedule C
- EIN 208161914
- Plan year 2024
- Direct compensation reported $614,310
Assets of those plans
$2,970,428,366
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$614,310
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 16 | Consulting (general) | 9 |
| 50 | Direct payment from the plan | 3 |
| 70 | Consulting fees | 3 |
| 99 | Other fees | 2 |
| 26 | Investment advisory (participants) | 1 |
| 28 | Investment management | 1 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Mercury General Corporation Profit Sharing Plan | Mercury General | $940,916,309 | 5,415 | $50,000 |
| East West Bank Employees 401(k) Savings Plan | East West Bancorp | $635,736,311 | 3,928 | $50,000 |
| Resources Global Professionals 401(k) Savings Plan | Resources Connection LLC D/B/A Resources Global Professionals | $493,677,077 | 2,981 | $89,250 |
| GEP Administrative Services Savings & Profit Sharing 401(k) Plan | GEP Administrative Services | $199,819,990 | 1,109 | $60,000 |
| NBBJ Group Retirement Savings and Investment Plan | NBBJ Design | $193,838,551 | 1,092 | $65,000 |
| Martin/martin, Inc. 401(k) Plan | Martin/Martin | $90,135,144 | 435 | $20,625 |
| Tri-west, Ltd. 401k/profit Sharing Plan | Tri-west | $63,843,633 | 393 | $20,000 |
| Marcus & Millichap Company 401(k) Plan | Marcus & Millichap | $62,102,381 | 274 | $8,750 |
| CBR Management Services, Inc. 401(k) Plan | Resourcing Edge I | $45,290,284 | 1,030 | $20,549 |
| Savings and Retirement Plan of Mitsubishi Materials USA Corp. | Mitsubishi Materials U.S.A. | $40,993,009 | 250 | $22,000 |
| Industrial Metal Supply Company 401(k) Plan | Industrial Metal Supply | $37,749,636 | 511 | $9,500 |
| Karma Automotive, Inc. Retirement Plan | Karma Automotive | $34,560,707 | 585 | $25,000 |
| The Colorado River Indian Tribes Retirement Plan and Trust | Colorado River Indian Tribes | $30,361,220 | 1,071 | $59,012 |
| Owl Companies 401(k) Plan | Owl Companies | $29,065,126 | 807 | $34,679 |
| The Norwood Company 401(k) Retirement Savings Plan | Norwood | $19,652,954 | 121 | $32,749 |
| Mckonly & Asbury, C.P.A. Deferred Savings Profit Sharing Plan | Mckonly & Asbury Certified Public Accountants | $18,674,120 | 150 | $27,654 |
| Global 401(k) Plan | Owl International DBA Global | $17,888,673 | 217 | $7,607 |
| Latitude 36 Foods LLC 401(k) Plan | Latitude 36 Foods | $10,674,165 | 250 | $6,935 |
| Choice Financial, Inc. 401k Plan | Choice Financial | $5,449,076 | 103 | $5,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.