Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAMCO INC.
EIN 22-2706064constructionLatest filing 2024
Plans
3
Retirement
3
$39.2M assets
Welfare
0
Participants
280
30 BAEKELAND AVENUE - MIDDLESEX, NJ 088462601732-302-0889gobamco.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $39.2M assets / 280 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.0M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BAMCO, INC. PROFIT SHARING PLAN
401k
Assets$13.1M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN
401k
Assets$5.2M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.0M | 156 | 2024 | |
| 002 | BAMCO, INC. PROFIT SHARING PLAN | 401k | $13.1M | 55 | 2024 | |
| 003 | BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN | 401k | $5.2M | 69 | 2024 |
Retirement plans