BMI FINANCIAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the BMI FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The BMI FINANCIAL GROUP, INC. 401(k) on its latest Form 5500
BMI FINANCIAL GROUP, INC. (EIN 59-2787441) reports BMI COMPANIES RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $9.2M in plan assets across 145 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 BMI FINANCIAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the BMI FINANCIAL GROUP, INC. 401(k)?
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 BMI FINANCIAL GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, SNOWDEN ACCOUNT SERVICES.
How to check your BMI FINANCIAL GROUP, INC. 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask BMI FINANCIAL GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).