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 (2025)
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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| WINGS FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | WINGS FINANCIAL CREDIT UNION, MN | $108M | 722 |
| LINDFAST SOLUTIONS GROUP 401(K) PLAN | LINDSTROM, LLC, MN | $52M | 939 |
| BELLISIO FOODS, INC. RETIREMENT SAVINGS PLAN | BELLISIO FOODS, INC., MN | $47M | 352 |
| DERMATOLOGY CONSULTANTS OF ST. PAUL PROFIT SHARING PLAN | DERMATOLOGY CONSULTANTS, P.A., MN | $37M | 171 |
| LEAMINGTON CO. AND AFFILIATED EMPLOYERS 401(K) PLAN | LEAMINGTON CO., MN | $36M | 297 |
| 401(k) Retirement Plan | Healthcare Sponsor, WI | $32M | 460 |
| 403(b) Retirement Plan | Manufacturing Sponsor, MN | $32M | 209 |
| 401(k) Retirement Plan | Professional Services Sponsor, MN | $28M | 100 |
| 401(k) Retirement Plan | Technology Sponsor, MN | $25M | 182 |
🔒 Want to unlock and download BGM CPA LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 33 client plans.
Subscribe Today