Original filing (PDF)20250515101906NAL0044678930001

BAM INVESTMENT GROUP, LLC

Name: BAM INVESTMENT GROUP, LLC — BAM INVESTMENT GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: BAM INVESTMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

BAM INVESTMENT GROUP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAM INVESTMENT GROUP, LLC.

Plan sponsor

Name

BAM INVESTMENT GROUP, LLC

EIN

81-3194833

Address

6440 SOUTHPOINT PKWY STE 190 · JACKSONVILLE, FL · 322168051

Phone

(904) 608-2780

Industry

Finance & Insurancesee all

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

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JOSEPH R. BROWN AND ASSOCIATES

JOSEPH R. BROWN AND ASSOCIATES 401(K) PLAN

$955K · 6 participants

TITAN WEALTH ADVISORS LLC

TITAN WEALTH ADVISORS, LLC 401(K) PLAN

$955K · 7 participants

DAVID C. MULHALL

DAVID C. MULHALL 401(K) PLAN

$955K · 2 participants

E3 FINANCIAL PLANNING, LLC

E3 FINANCIAL PLANNING, LLC 401(K) PROFIT SHARING PLAN

$954K · 2 participants

MARK PALAZZOLO

MARK PALAZZOLO 401K PLAN

$955K · 3 participants