How big is BCM Advisors, LLC's plan?

BCM Advisors, LLC's plan reported $351K in assets and 6 participants for 2024.

Original filing (PDF)20250605142515NAL0011970225001

BCM Advisors, LLC

Name: BCM Advisors, LLC — BCM 401(k) Plan, Form 5500 (2024)
Creator: BCM Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BCM 401(k) Plan

401(k) retirement plan · BCM Advisors, LLC's BCM 401(k) Plan held $351K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

Plan identifiers

BCM Advisors, LLC's EIN is 82-0745162.

EIN 82-0745162

Plan number 001

Plan year 2024

ACK ID 20250605142515NAL0011970225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BCM Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BCM Advisors, LLC's plan includes a self-directed brokerage window, profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

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

Plan sponsor

Name

BCM ADVISORS, LLC

EIN

all filings

Address

1018 HARDING ST. STE. 104 · LAFAYETTE, LA · 70503

Phone

(337) 233-7758

Industry

Finance & Insurance

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

2025-06-05

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.