Bamco, Inc. 401(k) Plan: Login, Facts & Contact Information

Bamco, Inc. 401(k) Plan Facts

Plan name
BAMCO, INC. PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BAMCO, INC.
Participants
50 (45 active employees)
Plan assets
$13,072,741 at Dec 31, 2024
Average account balance
$256,328 across 51 accounts
Employer contributions
$121,729 in plan year 2024 (21% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1994
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $569,458 went into the plan in contributions, $121,729 of it from the employer (21%).
  • $138,214 was paid out to participants.
  • Investment and other income added $1.63 million.

How the Bamco, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201964$10.7 million$156,366$605,768
202064$12.7 million$152,723$104,918
202167$15.2 million$161,570$50,003
202269$10.5 million$139,497$1.09 million
202365$11.7 million$133,208$726,185
202450$13.1 million$121,729$138,214

Bamco, Inc. 401(k) Contact Information

Phone
732-302-0889
Mailing address
30 BAEKELAND AVENUE, MIDDLESEX NJ 088462601
Plan sponsor
BAMCO, INC.
Employer identification number (EIN)
22-2706064
Plan number
002

Questions about the Bamco, Inc. 401(k)

Does Bamco, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $121,729, 21% of all contributions.

Does the Bamco, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Bamco, Inc 401(k) plan?

50 participants at the start of plan year 2024, 45 of them active employees.

What is the average 401(k) balance at Bamco, Inc?

About $256,328 per account: $13.1 million in plan assets across 51 accounts with a balance at the end of plan year 2024.

Who manages the Bamco, Inc 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Bamco, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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