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Sponsor portfolio

BANKING MORTGAGE SERVICES, B.M.S. CORP.

EIN 59-2757098-banking-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
28
5820 BIRD ROAD - SOUTH MIAMI, FL 33155305-445-9003bmscorp.netLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 10 part#001401k-$642K - 18 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CORP RETIREMENT PLAN (#002)73%
  • BMS CORP 401(K) (#001)27%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BMS CORP 401(K) (#001)18
  • CORP RETIREMENT PLAN (#002)10
Total 28Click 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#002

BMS CORP RETIREMENT PLAN

CashBalance

Assets$1.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BMS CORP 401(K) PLAN

401k

Assets$642K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BMS CORP RETIREMENT PLANCashBalance$1.8M102024
001BMS CORP 401(K) PLAN401k$642K182024
Retirement plans
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