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Sponsor portfolio

BM CONSULTING SERVICES, INC

EIN 23-3090195-Construction-Latest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
135
P.O. BOX 1150 - BALA CYNWYD, PA 19004215-768-7556
Plans on this EIN
2 filings
#001401k-$3.8M - 83 part#002CashBalance-$2.6M - 52 part

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 135 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PROFIT SHARING PLAN (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)83
  • CASH BALANCE PLAN (#002)52
Total 135Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BM CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.8M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BM CONSULTING SERVICES, INC. CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BM CONSULTING SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$3.8M832024
002BM CONSULTING SERVICES, INC. CASH BALANCE PLANCashBalance$2.6M522024
Retirement plans
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