Sponsor portfolio
BAM ADVISORY GROUP, INC.
EIN 27-4287348financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
11
165 S UNION BLVD. STE. 675 - LAKEWOOD, CO 80228303-531-5055bamadvisorygroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAM ADVISORY GROUP, INC. 401(K) PLAN | 401k | $1.5M | 11 | 2025 |
Retirement plans