What public Form 5500 filings show about the BAM Management US Holdings Inc. 401(k) plan — and how to find and check your own account.
BAM Management US Holdings Inc. (EIN 83-3755031) reports BAM MANAGEMENT US HOLDINGS INC. 401(K) PLAN on its most recent Form 5500, with $3.9M in plan assets across 65 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BAM Management US Holdings Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BAM Management US Holdings Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, MORGAN STANLEY SMITH BARNEY.
