How big is BMS Inc.'s plan?

BMS Inc.'s plan reported $159K in assets and 36 participants for 2024.

Original filing (PDF)20250403083002NAL0016610352001

BMS Inc.

Name: BMS Inc. — BMS Inc. 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: BMS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BMS Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BMS Inc.'s BMS Inc. 401(k) Profit Sharing Plan & Trust held $159K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

People on this filing

Michelle Jacksland signed BMS Inc.'s 2024 Form 5500 as plan administrator.

Michelle Jacksland — 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 Inc.'s EIN is 46-5392031.

EIN 46-5392031

Plan number 001

Plan year 2024

ACK ID 20250403083002NAL0016610352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BMS INC

EIN

all filings

Address

151 RIVERSIDE DR · FULTONVILLE, NY · 120721751

Phone

(518) 853-5700

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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