How big is BDM, PA, LLC's plan?

BDM, PA, LLC's plan reported $7.3M in assets and 34 participants for 2024.

Original filing (PDF)20250703153255NAL0001200880003

BDM, PA, LLC

Name: BDM, PA, LLC — Austin Associates 401(k) Plan, Form 5500 (2024)
Creator: BDM, PA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Austin Associates 401(k) Plan

401(k) retirement plan · BDM, PA, LLC's Austin Associates 401(k) Plan held $7.3M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Mark Charest signed BDM, PA, LLC's 2024 Form 5500 as plan administrator.

Mark Charest — 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

BDM, PA, LLC's EIN is 47-2171516.

EIN 47-2171516

Plan number 001

Plan year 2024

ACK ID 20250703153255NAL0001200880003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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

Plan sponsor

Name

BDM, PA, LLC

EIN

all filings

Address

PO BOX 3400 · AUBURN, ME · 042123400

Phone

(207) 783-9111

Industry

CPA Offices· 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

2025-07-03

Pension benefit codes

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

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2E · Profit-sharing

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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