BPM LLP
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-5 YoYRank #889 of mapped providers
Assets under administration$4.8B0.0%Market share · rank #1958
Fees received$367,433Median $20,223/planSum across Schedule C direct + indirect
Net wins YoY-46 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BPM LLP plan look like?
Service mix · median fees per plan
Count of plans where BPM LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 14 | $20,678 | |
Investment advisory (plan)Code 27 | 1 | $5,413 |
Competitor overlap
Percent of BPM LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BPM LLP.
| Sponsor | From | Assets |
|---|---|---|
SEQUOIA ONE PEO, LLCAZ · 464716239-001 | QDRO CONSULTANTS COMPANY, LLC | $1.4B |
UNICOM, INC.CA · 954539998-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $96M |
RIPPLE LABS, INC.CA · 461128587-001 | PENSIONMARK FINANCIAL GROUP LLC | $65M |
IMPOSSIBLE FOODS, INC.CA · 453776939-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $55M |
SONOMA ACADEMYCA · 943343174-001 | (new plan) | $18M |
WINE.COMCA · 832539821-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $15M |
Plans lost in 2024
Appeared last year under BPM LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
MONDELEZ GLOBAL LLCCA · 383869170-102 | PRINCIPAL LIFE INSURANCE COMPANY | $205M |
EMCORE CORPORATIONCA · 222746503-001 | THE VANGUARD GROUP, INC. | $136M |
CERUS CORPORATIONCA · 680262011-001 | STRATEGIC ADVISORS, INC. | $56M |
ADEPT FASTENERS, INC.CA · 200521369-001 | MORGAN STANLEY SMITH BARNEY | $26M |
ORCA BAY FOODS, LLCWA · 820909343-001 | (new plan) | $19M |
BAY 101CA · 770187274-001 | SAGEVIEW ADVISORY GROUP, LLC | $18M |
JOSEPH PHELPS VINEYARDS, LLCCA · 942899644-001 | WORLD INVESTMENT ADVISORS LLC | $17M |
UNITED WAY OF THE BAY AREACA · 941312348-001 | PRINCIPAL LIFE INSURANCE COMPANY | $12M |
J.M.F. COMPANY, INC.ID · 820299482-001 | CLIFTONLARSONALLEN LLP | $9M |
GARBERVILLE GAS CORPORATIONCA · 941113690-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SEQUOIA ONE PEO, LLCAZ · 464716239-001 | $1.4B | 47,034 | $47,250 | 1y | 2 |
BIO-RAD LABORATORIES, INC.CA · 941381833-003 | $1.1B | 4,826 | $32,100 | 10y | 2 |
LITTLER MENDELSON, P.C.CA · 942602731-003 | $1.1B | 3,317 | $33,705 | 10y | 1 |
PALANTIR TECHNOLOGIES INC.CO · 680551851-001 | $393M | 3,810 | $6,955 | 3y | 1 |
AMY'S KITCHEN, INC.CA · 680154899-001 | $159M | 3,669 | $22,470 | 8y | 1 |
HITACHI SOLUTIONS AMERICA, LTD.CA · 943127998-001 | $120M | 787 | $17,655 | 3y | - |
UNICOM, INC.CA · 954539998-001 | $96M | 697 | $16,000 | 1y | - |
NIANTIC, INC.CA · 474877639-001 | $94M | 913 | $11,532 | 2y | - |
NYK GROUP AMERICAS INC.NJ · 133800790-003 | $69M | 392 | $56,710 | 4y | 1 |
RIPPLE LABS, INC.CA · 461128587-001 | $65M | 761 | $21,133 | 1y | 2 |
Flag exposure
80.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (19)
Raw Schedule C names collapsed into BPM LLP.
- BPM
- BPM ADVISORS
- BPM ADVISORS INC
- BPM ADVISORS, INC
- BPM ADVISORS, INC.
- BPM LLC
- BPM LLP
- BPM, LLC
- BPM, LLP
- BURR FORMAN MCNAIR
- BURR PILGER MAYER
- BURR PILGER MAYER BPM
- BURR PILGER MAYER INC
- BURR PILGER MAYER, INC
- BURR PILGER MAYER, INC.
- BURR PLIGER MAYER, INC.
- BURR, PILGER & MAYER LLP
- BURR, PILGER, MAYER
- BURR, PILGER, MAYER LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BPM LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 53.33% | 1.76% | +51.57 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BPM LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).