# Bcg Securities, Inc.
Source: https://planprovider.pro/provider/bcg-securities-inc

> Founded in 1968, BCG Securities, Inc. pairs broker-dealer services with a Registered Investment Advisor (RIA) platform, using a “big firm resources with bout…

Retirement Plan Advisor

Cherry Hill, NJ

## About Bcg Securities, Inc.

<p>Founded in 1968, BCG Securities, Inc. pairs broker-dealer services with a Registered Investment Advisor (RIA) platform, using a “big firm resources with boutique-level care” approach. The firm reports $0.7B in assets under management (2026).</p>

<p>Headquartered in Cherry Hill in the Philadelphia metro area of South Jersey, BCG works with individuals and families on wealth management and long-term planning, including investment strategy, retirement planning, college planning, insurance, and estate planning.</p>

<p>For employers, BCG supports company retirement plans with 3(21) fiduciary services and a focus on 401(k) plan oversight. A key differentiator is the firm’s complimentary benchmarking reports, which help plan fiduciaries compare costs and plan features when reviewing vendors and plan design.</p>

<p>The team includes experienced financial consultants across multiple locations, with client work centered on ongoing relationships and practical planning.</p>

<ul>
<li>Independent broker-dealer and Registered Investment Advisor (RIA)</li>
<li>3(21) fiduciary support for employer retirement plans</li>
<li>401(k) benchmarking reports for plan cost and feature reviews</li>
<li>Wealth management, investments, retirement, college, insurance, and estate planning</li>
<li><a href="/plan-advisors">Plan advisor</a> services for individuals and workplace plans</li>
</ul>

Website: [https://www.bcgsecurities.com/](https://www.bcgsecurities.com/)

Founded: 1968

## Office Locations

- Cherry Hill, NJ (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $685.8M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| LANNETT COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN|LANNETT COMPANY, INC., PA|$97M|520|

| EANJ 401(K) RETIREMENT ADVANTAGE PLAN 401(K)|EMPLOYERS ASSOCIATION OF NEW JERSEY IATION, NJ|$63M|1,667|

| TOCQUEVILLE MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN|TOCQUEVILLE MANAGEMENT CORP., NY|$50M|71|

| DESMARAIS LLP 401(K) PLAN|DESMARAIS LLP, NY|$39M|143|

| ACCUPAC, LLC 401(K) PLAN|ACCUPAC, LLC, PA|$31M|911|

| BAST HATFIELD CONSTRUCTION, LLC SAVINGS & RETIREMENT PLAN|BAST HATFIELD CONSTRUCTION, LLC, NY|$31M|122|

| ENVALIOR ENGINEERING MATERIALS INC. RETIREMENT PLAN|ENVALIOR ENGINEERING MATERIALS INC., IN|$20M|190|

| PRECISION MEDICAL, INC. 401(K) PROFIT SHARING PLAN|PRECISION MEDICAL, INC., PA|$16M|106|

| PHILADELPHIA TRAMRAIL ENTERPRISES, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN|PHILADELPHIA TRAMRAIL ENTERPRISES, INC., PA|$15M|183|

| MOTOR CITY 401(K) SAVINGS & INVESTMENT PLAN|MOTOR CITY SALES & SERVICE, INC., CA|$13M|292|

| COMHAR 403(B) RETIREMENT SAVINGS PLAN|COMHAR, INC., PA|$12M|469|

| MILLENNIUM SYSTEMS INTERNATIONAL, LLC 401(K) PLAN|MILLENNIUM SYSTEMS INTERNATIONAL LLC, NJ|$10M|212|

| MILLENNIUM SYSTEMS INTERNATIONAL, LLC 401(K) PLAN|MILLENNIUM SYSTEMS INTERNATIONAL LLC, NJ|$8M|184|

| WOM SOUTH INVESTORS 401(K) PLAN|WOM SOUTH INVESTORS, INC., NC|$8M|101|

| DEFINED CONTRIBUTION PLAN OF THE NEW 42ND STREET,|THE NEW 42ND STREET, INC., NY|$7M|90|

| AUSTIN HABITAT FOR HUMANITY, INC. 401(K) PLAN|AUSTIN HABITAT FOR HUMANITY, INC., TX|$4M|93|

| SELF HELP MOVEMENT INC. 401(K) PLAN|SELF HELP MOVEMENT INC., PA|$4M|109|

| THE ALTERNATIVE LIVING GROUP, INC. PROFIT SHARING PLAN|THE ALTERNATIVE LIVING GROUP, INC., NY|$3M|351|

| DIBRUNO BROTHERS 401K RETIREMENT PLAN|DIBRUNO BROTHERS, INC, PA|$2M|195|

| ROLLING DOUGH 401(K) PLAN|ROLLING DOUGH ENTERPRISES, LLC., TX|$2M|223|

Showing top 20 of 21 plans serviced in 2024.

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