Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
B & M INSURANCE GROUP INC
EIN 82-1904096Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$212K assets
Welfare
0
Participants
5
7375 EXECUTIVE PLACE STE 170 - LANHAM, MD 20706301-442-3547
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $212K assets / 5 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
B & M INSURANCE GROUP RETIREMENT PLAN
401k
Assets$187K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
B & M INSURANCE GROUP INC 401K PLAN
401k
Assets$25K
Participants2
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 | B & M INSURANCE GROUP RETIREMENT PLAN | 401k | $187K | 3 | 2024 | |
| 002 | B & M INSURANCE GROUP INC 401K PLAN | 401k | $25K | 2 | 2025 |
Retirement plans