How big is BMS Financial Advisors' plan?

BMS Financial Advisors' plan reported $137K in assets and 8 participants for 2025.

Original filing (PDF)20260429162328NAL0024339170001

BMS Financial Advisors

Name: BMS Financial Advisors — BMS Financial Advisors, Form 5500 (2025)
Creator: BMS Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BMS Financial Advisors 401(k) Plan

401(k) retirement plan · BMS Financial Advisors' BMS Financial Advisors 401(k) Plan held $137K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

Douglas Maher signed BMS Financial Advisors' 2025 Form 5500 as plan administrator.

Douglas Maher — 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

BMS Financial Advisors' EIN is 43-2073779.

EIN 43-2073779

Plan number 001

Plan year 2025

ACK ID 20260429162328NAL0024339170001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BMS Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BMS Financial Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off