Sponsor portfolio
BPM HOLDINGS, LLC
EIN 99-4578589Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
5
6235 CARNEGIE BLVD. - CHARLOTTE, NC 28211704-442-4496
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MINTED WEALTH PARTNERS 401(K) PLAN | 401k | $1.7M | 5 | 2024 |
Retirement plans