BMS INTERMEDIARIES, INC. 401(k) Plan
What public Form 5500 filings show about the BMS INTERMEDIARIES, INC. 401(k) plan — and how to find and check your own account.
The BMS INTERMEDIARIES, INC. 401(k) on its latest Form 5500
BMS INTERMEDIARIES, INC. (EIN 75-2857254) reports BMS INTERMEDIARIES, INC. 401(K) PLAN on its most recent Form 5500, with $47.5M in plan assets across 233 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 BMS INTERMEDIARIES, INC. filing — schedules, fees, and providers.
Who runs the BMS INTERMEDIARIES, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BMS INTERMEDIARIES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L.
How to check your BMS INTERMEDIARIES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask BMS INTERMEDIARIES, 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).