Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
BPS CAPITAL MANAGEMENT, INC.
EIN 75-3021381financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
14
7900 INTERNATIONAL DRIVE SUITE 1050 - BLOOMINGTON, MN 55425952-893-0177bpscapital.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 14 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
BPS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BPS CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$350K
Participants7
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 | BPS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.2M | 7 | 2024 | |
| 002 | BPS CAPITAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN | CashBalance | $350K | 7 | 2025 |
Retirement plans