# Benefit Financial Services Group Source: https://planprovider.pro/provider/benefit-financial-services-group > Built around an “investing by design” process, Benefit Financial Services Group (BFSG) is an SEC-registered investment adviser that works with retirement pla… Retirement Plan Advisor Irvine, CA ## About Benefit Financial Services Group

Built around an “investing by design” process, Benefit Financial Services Group (BFSG) is an SEC-registered investment adviser that works with retirement plan sponsors and individuals on investment and planning decisions.

Founded in 2007 and headquartered in Irvine in Orange County, BFSG also has an office in Phoenix, serving employers and participants across Southern California and the Phoenix metro area. The firm works with privately owned businesses, families, and institutions, with a focus on retirement plan support and participant guidance.

For workplace plans, BFSG handles plan design, compliance support, vendor management, and fiduciary governance. The firm can act as a 3(21) co-fiduciary or a 3(38) investment manager, and it also provides fiduciary audit support. For individuals and business owners, BFSG provides investment management and financial planning, including retirement planning and investment consulting.

What differentiates BFSG is the emphasis on education and a fiduciary-first approach paired with clear roles for 3(21) and 3(38) services.

Website: [https://bfsg.com/](https://bfsg.com/) Founded: 2007 ## Office Locations - Phoenix, AZ - Irvine, CA (Headquarters) ## Accreditations & Certifications - RIA ## Services Offered - Plan Design Consulting - Participant Investment Advice - Fiduciary Audit Services - Compliance Services - 3(21) Investment Advisor - 3(38) Investment Manager ## 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| | DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN BASIC BENEFIT PLAN|BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-, CA|$2.5B|7,905| | DIRECTORS GUILD OF AMERICA - PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN|BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -, CA|$2.3B|22,976| | MERCURY GENERAL CORPORATION PROFIT SHARING PLAN|MERCURY GENERAL CORPORATION, CA|$941M|4,207| | CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT|CHILDREN'S MEDICAL CENTER OF DALLAS, TX|$855M|10,824| | CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES' 401(K) PLAN|CHILDREN'S HOSPITAL LOS ANGELES, CA|$821M|8,208| | AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLAN|GEMW HEALTHCARE INVESTMENT LP, CA|$734M|6,339| | EAST WEST BANK EMPLOYEES 401(K) SAVINGS PLAN|EAST WEST BANK, CA|$636M|2,998| | PEPPERDINE UNIVERSITY RETIREMENT PLAN|PEPPERDINE UNIVERSITY, CA|$633M|2,003| | CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 401(A)COMPONENT|CHILDREN'S MEDICAL CENTER OF DALLAS, TX|$507M|10,846| | RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLAN|RESOURCES CONNECTION LLC D/B/A RESOURCES GLOBAL PROFESSIONALS, TX|$494M|2,094| | HOULIHAN LOKEY RETIREMENT SAVINGS PLAN|HOULIHAN LOKEY, CA|$396M|1,648| | KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN|KNOBBE MARTENS OLSON & BEAR, LLP, CA|$363M|676| | TAYLOR FRESH FOODS, INC. 401(K) PLAN|TAYLOR FRESH FOODS, INC., CA|$333M|13,662| | OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN|OCCIDENTAL COLLEGE, CA|$321M|734| | AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN|AZUSA PACIFIC UNIVERSITY, CA|$314M|1,888| | CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN|CHAPMAN UNIVERSITY, CA|$269M|1,909| | THE CATHAY GENERAL BANCORP 401(K) PROFIT SHARING PLAN|CATHAY GENERAL BANCORP, CA|$260M|1,184| | PHARMAVITE'S 401(K) SAVINGS PLAN|PHARMAVITE LLC, CA|$228M|2,219| | CALIFORNIA STEEL INDUSTRIES, INC 401K SAVINGS PLAN|CALIFORNIA STEEL INDUSTRIES, INC., CA|$213M|805| | GEP ADMINISTRATIVE SERVICES SAVINGS & PROFIT SHARING 401(K) PLAN|GEP ADMINISTRATIVE SERVICES, LLC, CA|$200M|860| Showing top 20 of 64 plans serviced in 2024. ## Team Members - **Grace Y Lau**, MBA, CFA® - **Darren Stewart**, JD - **Arash Navi**, CFA®, CPA, CFP® - **Sophia Liu**, CFP®, CLU®, CDFA® - **Henry VanBuskirk**, CFP® - **Chad A Noorani**, Senior Retirement Plan Consultant \| Operations Manager, QKA - **Managing Director**, Senior Wealth Manager - **Braden Priest**, CFA® - **Mark L Blom**, CFP® - **Keith Johnson**, CFP® ## Other Retirement Plan Advisors in CA - [401(k) & 403(b) Fiduciary Advisors, Inc.](https://planprovider.pro/provider/401k-and-403b-fiduciary-advisors-inc) - San Jose, CA - [Allmerits](https://planprovider.pro/provider/allmerits) - Buena Park, CA - [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL - [Bellwether Investment Group, LLC](https://planprovider.pro/provider/bellwether-investment-group-llc) - Chattanooga, TN - [Innovative Wealth Building LLC](https://planprovider.pro/provider/innovative-wealth-building-llc) - California, MD - [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA - [Brio Financial Group](https://planprovider.pro/provider/brio-financial-group) - San Francisco, CA - [Carbon Collective Investing LLC](https://planprovider.pro/provider/carbon-collective-investing-llc) - Oakland, CA - [Commonwealth Financial Network](https://planprovider.pro/provider/commonwealth-financial-network) - Waltham, MA - [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/benefit-financial-services-group) © 2026 PlanProvider.Pro