How big is BPM Holdings, LLC's plan?

BPM Holdings, LLC's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20251002100025NAL0000220771001

BPM Holdings, LLC

Name: BPM Holdings, LLC — Minted Wealth Partners 401(k), Form 5500 (2024)
Creator: BPM Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Minted Wealth Partners 401(k) Plan

401(k) retirement plan · BPM Holdings, LLC's Minted Wealth Partners 401(k) Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Daniel Milligan signed BPM Holdings, LLC's 2024 Form 5500 as plan administrator.

Daniel Milligan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BPM Holdings, LLC's EIN is 99-4578589.

EIN 99-4578589

Plan number 001

Plan year 2024

ACK ID 20251002100025NAL0000220771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BPM Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BPM HOLDINGS, 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