How big is BAM Investment Group, LLC's plan?

BAM Investment Group, LLC's plan reported $1.1M in assets and 58 participants for 2025.

Original filing (PDF)20260514092649NAL0008342577001

BAM Investment Group, LLC

Name: BAM Investment Group, LLC — BAM Investment Group, Form 5500 (2025)
Creator: BAM Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BAM Investment Group Retirement Plan

401(k) retirement plan · BAM Investment Group, LLC's BAM Investment Group Retirement Plan held $1.1M in plan assets for 58 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Nancy Ferdman signed BAM Investment Group, LLC's 2025 Form 5500 as plan administrator.

Nancy Ferdman — Plan Administrator — Form 5500 signer
Kevin Klempf — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BAM Investment Group, LLC's EIN is 81-3194833.

EIN 81-3194833

Plan number 001

Plan year 2025

ACK ID 20260514092649NAL0008342577001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BAM Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BAM Investment Group, LLC'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 BAM INVESTMENT GROUP, LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off