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

BAM Management Group, LLC's plan reported $7.0M in assets and 158 participants for 2025.

Original filing (PDF)20260304134724NAL0001956515001

BAM Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

BAM Management Retirement Plan & Trust

401(k) retirement plan · BAM Management Group, LLC's BAM Management Retirement Plan & Trust held $7.0M in plan assets for 158 participants in 2025.

Signals · 1

No auditor on file

Active participants

158

Accounts w/ balance

111

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

BAM Management Group, LLC's EIN is 84-3058995.

EIN 84-3058995

Plan number 001

Plan year 2025

ACK ID 20260304134724NAL0001956515001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

BAM Management Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score