# Bsm Cpa Group, LLC DC Plan
Source: https://planprovider.pro/companies/bsm-cpa-group-llp-plan

> Bsm Cpa Group, LLC's DC plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bsm Cpa Group, LLC

- **Sponsor EIN:** 930668420

- **Sponsor Address:** 10135 SE SUNNYSIDE RD. STE 140, CLACKAMAS, OR, 970155732

- **Plan Type:** DC

- **Total Participants:** 4

- **Total Assets:** $7.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$7.9M|$16,496|$56,979|

| 2023|5|$3.8M|$13,031|$45,044|

| 2022|5|$2.1M|$14,828|$48,232|

## Similar Plans

- [Mgn Tax & Advisory Group, LLC](https://planprovider.pro/companies/mgn-tax-advisory-group-llc-401k-plan) — 4 participants

- [Guyer, Lindley, Bailey & Martin Cpa PC](https://planprovider.pro/companies/guyer-lindley-bailey-martin-cpas-pc-plan) — 4 participants

- [Hoyle & Company, INC.](https://planprovider.pro/companies/hoyle-company-inc-plan) — 3 participants

- [Bruce P. Frederick, Cpa, P.C.](https://planprovider.pro/companies/bruce-p-frederick-cpa-p-c-plan) — 3 participants

- [Stone & Associates, Cpas, LLC](https://planprovider.pro/companies/stone-associates-cpas-llc-plan) — 2 participants

- [The Mauss Co., P.C.](https://planprovider.pro/companies/the-mauss-co-p-c-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bsm-cpa-group-llp-plan)

© 2026 PlanProvider.Pro