# Bmc Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bmc-software-inc-401k-plan

> Bmc Software, INC.'s 401(k) plan: 1,840 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [COHNREZNICK LLP](https://planprovider.pro/provider/goldman-sachs) — ACCOUNTANT/AUDITOR

- [MORRIS](https://planprovider.pro/provider/morris-manning-and-martin-llp) — 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|—|—|—|

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