Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BMS DIRECT, INC.
EIN 54-0950970printingLatest filing 2025
Plans
2
Retirement
2
$11.0M assets
Welfare
0
Participants
124
37 MILLRACE DRIVE - LYNCHBURG, VA 245024343434-455-7731mwprinters.comLinkedIn51-200 employeesprinting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 124 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#002
BMS DIRECT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.9M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BMS DIRECT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BMS DIRECT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.9M | 68 | 2025 | |
| 001 | BMS DIRECT, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 56 | 2025 |
Retirement plans