How big is BAM Advisory Group, Inc.'s plan?

BAM Advisory Group, Inc.'s plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20250702073030NAL0007138307001

BAM Advisory Group, Inc.

Name: BAM Advisory Group, Inc. — BAM Advisory Group, Inc., Form 5500 (2024)
Creator: BAM Advisory Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BAM Advisory Group, Inc. 401(k) Plan

401(k) retirement plan · BAM Advisory Group, Inc.'s BAM Advisory Group, Inc. 401(k) Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Laurie Allen signed BAM Advisory Group, Inc.'s 2024 Form 5500 as plan administrator.

Laurie Allen — 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

BAM Advisory Group, Inc.'s EIN is 27-4287348.

EIN 27-4287348

Plan number 001

Plan year 2024

ACK ID 20250702073030NAL0007138307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BAM Advisory Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BAM Advisory Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAM ADVISORY GROUP, 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