How big is BMO Holdings, LLC's plan?

BMO Holdings, LLC's plan reported $6K in assets and 2 participants for 2024.

Original filing (PDF)20251126140430NAL0002518883001

BMO Holdings, LLC

Name: BMO Holdings, LLC — BMO Holdings, LLC SOCA Benefit, Form 5500 (2024)
Creator: BMO Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BMO Holdings, LLC SOCA Benefit Plan

Health & welfare plan · BMO Holdings, LLC's BMO Holdings, LLC SOCA Benefit Plan held $6K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed BMO Holdings, LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

BMO Holdings, LLC's EIN is 47-1281246.

EIN 47-1281246

Plan number 501

Plan year 2024

ACK ID 20251126140430NAL0002518883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BMO Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BMO Holdings, LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BMO HOLDINGS, LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score