How big is Banking Mortgage Services, B.M.S. Corp.'s plan?

Banking Mortgage Services, B.M.S. Corp.'s plan reported $642K in assets and 9 participants for 2024.

Original filing (PDF)20251014135500NAL0006276578001

Banking Mortgage Services, B.M.S. Corp.

Name: Banking Mortgage Services, B.M.S. Corp. — Form 5500 Plan 001 (2024)
Creator: Banking Mortgage Services, B.M.S. Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BMS Corp. 401(k) Plan

401(k) retirement plan · Banking Mortgage Services, B.M.S. Corp.'s BMS Corp. 401(k) Plan held $642K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$642K

Net assets (EOY)

$642K

Plan identifiers

Banking Mortgage Services, B.M.S. Corp.'s EIN is 59-2757098.

EIN 59-2757098

Plan number 001

Plan year 2024

ACK ID 20251014135500NAL0006276578001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Banking Mortgage Services, B.M.S. Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Banking Mortgage Services, B.M.S. Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANKING MORTGAGE SERVICES, B.M.S. CORP..

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

BANKING MORTGAGE SERVICES, B.M.S. CORP.

EIN

all filings

Address

5820 BIRD ROAD · SOUTH MIAMI, FL · 33155

Phone

(305) 445-9003

Industry

Finance & Insurance

Plan administrator