How big is BGM, LLC's plan?

BGM, LLC's plan reported $1.1M in assets and 6 participants for 2025.

Original filing (PDF)20260504174111NAL0000135200001

BGM, LLC

Name: BGM, LLC — BGM, LLC 401(k) P/S Plan, Form 5500 (2025)
Creator: BGM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BGM, LLC 401(k) P/S Plan

401(k) retirement plan · BGM, LLC's BGM, LLC 401(k) P/S Plan held $1.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

John Bennett signed BGM, LLC's 2025 Form 5500 as plan administrator.

John Bennett — 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

BGM, LLC's EIN is 47-0802873.

EIN 47-0802873

Plan number 001

Plan year 2025

ACK ID 20260504174111NAL0000135200001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BGM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BGM, LLC's 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 BGM, LLC.

Finding similar companies…

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

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

Plan sponsor

Name

BGM, LLC

EIN

all filings

Address

3033 S PARKER RD STE 400 · AURORA, CO · 80014

Phone

(303) 695-1199

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-04

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Richards Financial Services, Inc.

Richards Financial Services, Inc. 401(k) Retirement Plan

$1.1M · 3 participants

SERA Capital Management, LLC

SERA Capital Management, LLC Cash Balance Plan

$1.1M · 4 participants

Presidio Partners Development Company, LLC

Presidio Partners Development Company 401(k) Profit Sharing Plan

$1.1M · 4 participants

Nexus Group, Inc.

Nexus Group, Inc. 401(k) Profit Sharing Plan

$1.1M · 3 participants

Dhandho Funds, LLC

Dhandho 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.