How big is BMY Financial Securities Inc.'s plan?

BMY Financial Securities Inc.'s plan reported $283K in assets and 8 participants for 2024.

Original filing (PDF)20251009154736NAL0011292400001

BMY Financial Securities Inc.

Name: BMY Financial Securities Inc. — BMY Wealth 401(k), Form 5500 (2024)
Creator: BMY Financial Securities Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BMY Wealth 401(k) Plan

Defined-contribution retirement plan · BMY Financial Securities Inc.'s BMY Wealth 401(k) Plan held $283K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

People on this filing

Richard Tatum signed BMY Financial Securities Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BMY Financial Securities Inc.'s EIN is 26-3341372.

EIN 26-3341372

Plan number 001

Plan year 2024

ACK ID 20251009154736NAL0011292400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BMY Financial Securities Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BMY Financial Securities Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BMY FINANCIAL SECURITIES INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score