Plan Snapshot
- Plan Sponsor: Bmc Software, INC.
- Sponsor EIN: 742126120
- Sponsor Address: 2103 CITYWEST BLVD, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 1,840
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,840 | $1.4B | $14.8M | $33.4M |
| 2023 | 1,897 | $1.2B | $14.9M | $32.9M |
| 2022 | 1,926 | $1.1B | $14.6M | $31.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $316,431 | — | $316,431 |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | $133,116 | — | $133,116 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $63,464 | — | $63,464 |
| COHNREZNICK LLP | ACCOUNTANT/AUDITOR | $28,000 | — | $28,000 |
| MORRIS | ATTORNEY/LEGAL | $7,609 | — | $7,609 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- COHNREZNICK LLP — ACCOUNTANT/AUDITOR
- MORRIS — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $548,620
- Estimated Expense Ratio: 0.041% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $760,954 | $316,431 | $3,000 | $28,000 | — |
| 2023 | $732,241 | $400,910 | $900 | $26,500 | — |
| 2022 | $870,547 | $334,000 | — | — | — |