About BPM LLP
<p>Audit, tax, advisory, and accounting work are the core of what BPM LLP does for businesses and individuals. Founded in 1986, the firm works with organizations that want practical help with reporting, compliance, and financial planning decisions.</p> <p>Based in San Francisco in the Bay Area, BPM LLP supports clients locally and beyond. The firm has a global team of over 1,200 professionals and builds engagements around each client’s size, structure, and reporting needs.</p> <p>For employers that sponsor retirement plans, BPM can provide services that fit within the work of <a href="/auditors/401k">401(k) auditors</a>, with an emphasis on clear audit documentation and coordination with plan recordkeepers and third-party administrators. A key differentiator is the scale of its team, which allows it to staff complex engagements without stretching timelines.</p> <ul> <li>Founded in 1986</li> <li>Location: San Francisco (Bay Area)</li> <li>Firm type: auditor</li> <li>Services: audit, tax, advisory, and accounting</li> <li>Team size: over 1,200 professionals globally</li> </ul>
Website: https://www.bpm.com/
Founded: 1986
Office Locations
- San Francisco, CA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 154
- Total AUM Audited: $13.3B
- 401(k): 154 plans, $13.3B 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 |
|---|---|---|---|
| MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY | MEDAMERICA, INC. DBA VITUITY, CA | $2.2B | 6,399 |
| SEQUOIA ONE 401(K) PLAN | SEQUOIA ONE PEO, LLC, AZ | $1.4B | 32,912 |
| VARIAN MEDICAL SYSTEMS, INC. RETIREMENT PLAN | VARIAN MEDICAL SYSTEMS, INC., CA | $1.4B | 3,851 |
| BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | BIO-RAD LABORATORIES, INC., CA | $1.1B | 3,365 |
| LITTLER MENDELSON 401(K) PLAN AND TRUST | LITTLER MENDELSON, P.C., CA | $1.1B | 2,298 |
| DPR CONSTRUCTION RETIREMENT SAVINGS PLAN | DPR CONSTRUCTION, CA | $1.1B | 8,307 |
| AAA NCNU 401(K) PLAN | AAA NORTHERN CALIFORNIA, NEVADA & UTAH, CA | $763M | 5,300 |
| GENSLER 401(K) SAVINGS PLAN | GENSLER, CA | $717M | 3,991 |
| PALANTIR TECHNOLOGIES 401(K) PLAN | PALANTIR TECHNOLOGIES INC., CO | $393M | 2,778 |
| CARL ZEISS MEDITEC, INC. RETIREMENT AND INVESTMENT PLAN | CARL ZEISS MEDITEC INC., CA | $291M | 1,202 |
| CREDIT KARMA, LLC RETIREMENT TRUST | CREDIT KARMA, LLC, CA | $272M | 1,506 |
| SUPER MICRO COMPUTER 401(K) RETIREMENT PLAN | SUPER MICRO COMPUTER, INC., CA | $267M | 3,102 |
| MEDALLIA, INC. 401(K) PLAN | MEDALLIA, INC., CA | $213M | 1,030 |
| CLIF BAR & COMPANY RETIREMENT SAVINGS PLAN | MONDELEZ GLOBAL LLC, IL | $205M | 1,116 |
| MEDAMERICA RETIREMENT PLAN FOR CEP PHYSICIANS | CALIFORNIA EMERGENCY PHYSICIANS, CA | $198M | 2,119 |
| HANSON BRIDGETT LLP PROFIT SHARING PLAN | HANSON BRIDGETT LLP, CA | $178M | 252 |
| ASSETMARK FINANCIAL 401(K) PLAN | ASSETMARK FINANCIAL HOLDINGS, INC., CA | $175M | 1,024 |
| RUTAN & TUCKER, LLP PROFIT SHARING PLAN | RUTAN & TUCKER, LLP, CA | $171M | 173 |
| ASANA INC. 401(K) PLAN | ASANA INC., CA | $169M | 1,402 |
| AMY'S KITCHEN, INC. 401(K) RETIREMENT PLAN | AMY'S KITCHEN, INC., CA | $159M | 2,037 |
Showing top 20 of 169 plans serviced in 2025.