Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BDM FINANCIAL SERVICES, INC.
EIN 33-0832141financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
6
31681 ISLE ROYAL DRIVE - LAGUNA NIGUEL, CA 92677949-488-0841LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 6 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#001
BDM FINANCIAL SERVICES PENSION PLAN
CashBalance
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BDM FINANCIAL SERVICES PROFIT SHARING PLAN
401k
Assets$685K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BDM FINANCIAL SERVICES PENSION PLAN | CashBalance | $1.4M | 3 | 2025 | |
| 002 | BDM FINANCIAL SERVICES PROFIT SHARING PLAN | 401k | $685K | 3 | 2025 |
Retirement plans