Plan Snapshot
- Plan Sponsor: Bpm LLP
- Sponsor EIN: 814234542
- Sponsor Address: 1 CALIFORNIA STREET, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 910
- Total Assets: $152.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 910 | $152.1M | $3.0M | $12.2M |
| 2023 | 974 | $127.1M | $2.9M | $11.3M |
| 2022 | 823 | $100.3M | $2.6M | $9.1M |
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 |
|---|---|---|---|---|
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILBERT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,033 | $20,683 | $600 | — | — |
| 2023 | $34,252 | $5,992 | — | — | — |
| 2022 | $87,646 | — | $87,646 | — | — |