What public Form 5500 filings show about the BDM Financial Services, Inc. 401(k) plan — and how to find and check your own account.
BDM Financial Services, Inc. (EIN 33-0832141) reports BDM FINANCIAL SERVICES PROFIT SHARING PLAN on its most recent Form 5500, with $543K in plan assets across 2 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 BDM Financial Services, Inc. filing — schedules, fees, and providers.
BDM Financial Services, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask BDM Financial Services, Inc.HR for the recordkeeper’s name and login.