Monica Delgado signed BPM LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BPM LLP's EIN is 81-4234542.
Download the official 2024 Form 5500 (PDF) for BPM LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BPM LLP's plan includes a self-directed brokerage window, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
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