Filings through .
Bam Advisor Services
Matched across 6 name variants in the filings
Bam Advisor Services summary
Bam Advisor Services appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $624M in assets for 7,927 participants. The median client plan holds $9.4M. Most client plans are sponsored in AL, MO and NY. The largest clients by plan assets are Jackson Thornton & Co, P.C., Horne LLP and Brown, Edwards & Company, L.L.P.. Plans reported $940K in direct and indirect compensation paid to Bam Advisor Services. The median is $30K per plan.
- Participants
- 7,927
- Median plan assets
- $9.4M
- Median plan participants
- 179
- Median fees per plan
- $30K
- Schedule C direct + indirect
Top 23 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Jackson Thornton & Co, P.C. | AL | $140M | 331 |
| Horne LLP | MS | $115M | 1,765 |
| Brown, Edwards & Company, L.L.P. | VA | $89.5M | 555 |
| Northwest Financial Corp | IA | $72.3M | 498 |
| Electrical Components International, Inc. | MI | $37.1M | 723 |
| HR & a Advisors, Inc. | NY | $31.0M | 225 |
| The McClure Corporation | MO | $25.7M | 162 |
| Insero & Co. CPAS, LLP | NY | $25.6M | 179 |
| Hbe LLP | NE | $15.1M | 133 |
| Ims Masonry, Inc. | UT | $13.3M | 357 |
| Dixie Electric Company, Inc. | AL | $12.6M | 445 |
| V.I.P, Inc. | ME | $9.4M | 801 |
| Sherman's Place, Inc. | IL | $7.6M | 120 |
| Jewish Family Service of Tidewater, Inc. | VA | $6.1M | 138 |
| Community Action of South Mississippi | MS | $5.9M | 166 |
| Haynes Management Services, Inc. | AL | $5.1M | 590 |
| Annandale Marketplace Inc. | MN | $4.8M | 224 |
| D.W. Tool, Inc. | MO | $3.7M | 122 |
| Sutherlin Automotive Group, LLC | AL | $2.4M | 132 |
| Owen Brothers, Inc. | SC | $2.2M | 122 |
| BST & Co. CPAS, LLP | NY | $0 | 0 |
| Heritage HR LLC | NE | $0 | 0 |
| Surdex Corporation | MO | $0 | 139 |
- ALParticipants 331
- Horne LLP$115MMSParticipants 1,765
- VAParticipants 555
- Northwest Financial Corp$72.3MIAParticipants 498
- MIParticipants 723
- HR & a Advisors, Inc.$31.0MNYParticipants 225
- The McClure Corporation$25.7MMOParticipants 162
- Insero & Co. CPAS, LLP$25.6MNYParticipants 179
- Hbe LLP$15.1MNEParticipants 133
- Ims Masonry, Inc.$13.3MUTParticipants 357
- ALParticipants 445
- V.I.P, Inc.$9.4MMEParticipants 801
- ILParticipants 120
- VAParticipants 138
- MSParticipants 166
- ALParticipants 590
- MNParticipants 224
- D.W. Tool, Inc.$3.7MMOParticipants 122
- ALParticipants 132
- Owen Brothers, Inc.$2.2MSCParticipants 122
- NYParticipants 0
- NEParticipants 0
- MOParticipants 139
Top client states
- AL4 plans
- MO3 plans
- NY3 plans
- MS2 plans
- NE2 plans
Frequently asked questions
- Who uses Bam Advisor Services?
- 23 retirement plans list Bam Advisor Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Jackson Thornton & Co, P.C., Horne LLP, Brown, Edwards & Company, L.L.P., Northwest Financial Corp and Electrical Components International, Inc.. Most client plans are sponsored in AL, MO and NY.
- How many plans does Bam Advisor Services serve?
- Bam Advisor Services serves 23 retirement plans with $624M in plan assets and 7,927 participants, based on the latest Form 5500 filings through 2024.
- What does Bam Advisor Services charge?
- Plans reported $940K in total Schedule C compensation paid to Bam Advisor Services. The median plan paid $30K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served23+3 YoYRank #915 of mapped providers
Assets under administration$624M0.0%Rank #6195 by share of filed assets
Fees received$939,831Median $29,572/planSum across Schedule C direct + indirect
Net wins YoY-31 won - 4 lostPlan-level switch detection
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