How big is BPM Partners Inc.'s plan?

BPM Partners Inc.'s plan reported $723K in assets and 2 participants for 2025.

Original filing (PDF)20260415105724NAL0020846800001

BPM Partners Inc.

Name: BPM Partners Inc. — BPM Partners Inc. 401(k) Profit, Form 5500 (2025)
Creator: BPM Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BPM Partners Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BPM Partners Inc.'s BPM Partners Inc. 401(k) Profit Sharing Plan & Trust held $723K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$723K

Net assets (EOY)

$723K

People on this filing

Dana E Nunes signed BPM Partners Inc.'s 2025 Form 5500 as plan administrator.

Dana E Nunes — 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

BPM Partners Inc.'s EIN is 61-1419559.

EIN 61-1419559

Plan number 001

Plan year 2025

ACK ID 20260415105724NAL0020846800001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BPM Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BPM Partners 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

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