BGM CPA LLC

Employee Benefit Plan Auditor

Bloomington, MN

About BGM CPA LLC

<p>Audit and accounting work is the core of this CPA firm, with a long operating history dating back to 1982. BGM CPA LLC works with businesses and individuals and is listed in this directory as one of the <a href="/auditors/401k">401(k) auditors</a> employers can consider for plan audit needs.</p> <p>Headquartered in Bloomington in the Minneapolis–Saint Paul metro, the firm also has offices in Sauk Centre, Minnesota; Naples, Florida; Longmont, Colorado; and West Des Moines, Iowa, giving it a footprint that reaches beyond the Upper Midwest.</p> <p>BGM CPA LLC describes its approach as “Advising for impact by accounting for the future.” A practical differentiator is the mix of metro and smaller-market offices, which can be helpful for organizations with leadership or operations in more than one region.</p> <p>For details on services and how to get started, contact Jason Marvin or visit <a href="https://bgm360.com/">https://bgm360.com/</a>.</p> <ul> <li>Certified public accounting firm founded in 1982</li> <li>Audit and accounting services, plus advisory support</li> <li>HQ in Bloomington (Minneapolis–Saint Paul area)</li> <li>Additional offices in MN, FL, CO, and IA</li> </ul>

Website: https://bgm360.com/

Founded: 1982

Office Locations

  • Bloomington, MN (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 27
  • Total AUM Audited: $501.7M
  • 401(k): 27 plans, $501.7M AUM

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).

PlanSponsorAssetsParticipants
WINGS FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLANWINGS FINANCIAL CREDIT UNION, MN$108M722
LINDFAST SOLUTIONS GROUP 401(K) PLANLINDSTROM, LLC, MN$52M939
BELLISIO FOODS, INC. RETIREMENT SAVINGS PLANBELLISIO FOODS, INC., MN$47M352
DERMATOLOGY CONSULTANTS OF ST. PAUL PROFIT SHARING PLANDERMATOLOGY CONSULTANTS, P.A., MN$37M171
LEAMINGTON CO. AND AFFILIATED EMPLOYERS 401(K) PLANLEAMINGTON CO., MN$36M297
REFRIGERATED SOLUTIONS GROUP RETIREMENT SAVINGS PLANNOR-LAKE INC. DBA REFRIGERATED SOLUTIONS GROUP, WI$32M460
ESG ARCHITECTURE & DESIGN, INC. SAVINGS PLANESG ARCHITECTURE & DESIGN, INC., MN$28M100
BOARMAN KROOS VOGEL GROUP, INC. 401(K) RETIREMENT PLANBOARMAN KROOS VOGEL GROUP, INC., MN$21M167
PACA, INC. 401(K) PLANPACA, INC., MN$17M341
KEB AMERICA, INC. 401(K) PLANKEB AMERICA, INC., MN$16M125
EMA 401(K) RETIREMENT PLANEMA GROUP, INC., MN$14M63
PACA, INC. 401(K) PLANPACA, INC., MN$14M342
OLYMPIA TILE (USA), INC. 401(K) PROFIT SHARING PLANOLYMPIA TILE (USA), INC., MN$13M199
LAMETTRY'S COLLISION, INC. 401(K) PLANLAMETTRYS COLLISION, INC., MN$12M339
DRYLOCK TECHNOLOGIES 401(K) PLANDRYLOCK TECHNOLOGIES, LTD, WI$10M351
NORTHWEST RESPIRATORY SERVICES 401(K) PROFIT SHARING PLANNORTHWEST RESPIRATORY SERVICES, LLC, MN$10M274
ROERS COMPANIES 401(K) PLANROERS COMPANIES, MN$9M348
LAKEWINDS NATURAL FOODS 401(K)/PROFIT SHARING PLAN AND TRUSTLAKEWINDS NATURAL FOODS, MN$8M298
BELLISIO FOODS, INC. UNION RETIREMENT SAVINGS PLANBELLISIO FOODS, INC., MN$8M1,004
SOURCE GROUP 401(K) PLANSOURCE ENERGY SERVICES US LP, WI$8M184

Showing top 20 of 28 plans serviced in 2024.

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