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B & M FARMS, INC. — B & M FARMS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250724200358NAL0002789379001
B & M FARMS, INC.
Form 5500-SF
FILING_RECEIVED
B & M FARMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
2
Plan assets (EOY)
$441K
Net assets (EOY)
$441K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
B & M FARMS, INC.
.
Find decision makers
Plan sponsor
Name
B & M FARMS, INC.
EIN
95-3308636
Address
2222 ARROWHEAD DRIVE · SANTA MARIA, CA · 93455
Phone
(805) 343-1482
Industry
Agriculture, Forestry, Fishing, Hunting
see 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 Agriculture, Forestry, Fishing, Hunting plans
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MACHADO FARMS, L.P.
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TKR FARMS, INC.
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PAT V CONSULTING LLC 401K PLAN
PAT V CONSULTING LLC 401K PLAN
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65
Knocking points off
Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PTS CORP.
PTS CORP. 401(K) PLAN
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