How big is BPS Capital Management, Inc.'s plan?

BPS Capital Management, Inc.'s plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250918103053NAL0001389024001

BPS Capital Management, Inc.

Name: BPS Capital Management, Inc. — BPS Capital, Form 5500 (2024)
Creator: BPS Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BPS Capital Management, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · BPS Capital Management, Inc.'s BPS Capital Management, Inc. 401(k) Profit Sharing Plan and Trust held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

BPS Capital Management, Inc.'s EIN is 75-3021381.

EIN 75-3021381

Plan number 001

Plan year 2024

ACK ID 20250918103053NAL0001389024001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BPS Capital Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BPS Capital Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BPS CAPITAL MANAGEMENT, INC..

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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