Bpm Llp 401(k) Plan: Login, Facts & Contact Information

Bpm Llp 401(k) Plan Facts

Plan name
BPM PROFIT SHARING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BPM LLP
Participants
1,372 (910 active employees)
Former employees with a balance
464
Plan assets
$152,148,982 at Dec 31, 2024
Average account balance
$114,829 across 1,325 accounts
Employer contributions
$3,037,332 in plan year 2024 (17% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 31, 1990
✓ 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 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $18.3 million went into the plan in contributions, $3.04 million of it from the employer (17%).
  • $13.5 million was paid out to participants.
  • Investment and other income added $20.3 million.
  • Administrative expenses were $49,033, about $37 per account.

How the Bpm Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019718$71.8 million$1.67 million$4.36 million
2020877$87.5 million$1.45 million$4.11 million
2021886$112.1 million$2.12 million$6.88 million
20221,114$100.3 million$2.59 million$4.72 million
20231,061$127.1 million$2.88 million$11.9 million
20241,372$152.1 million$3.04 million$13.5 million

Bpm Llp 401(k) Contact Information

Phone
415-421-5757
Mailing address
1 CALIFORNIA STREET SUITE 2500, SAN FRANCISCO CA 94111
Plan sponsor
BPM LLP
Employer identification number (EIN)
81-4234542
Plan number
001

Questions about the Bpm Llp 401(k)

Does Bpm Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.04 million, 17% of all contributions.

Does the Bpm Llp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Bpm Llp 401(k) plan?

1,372 participants at the start of plan year 2024, 910 of them active employees, and 464 former employees who still had money in the plan.

What is the average 401(k) balance at Bpm Llp?

About $114,829 per account: $152.1 million in plan assets across 1,325 accounts with a balance at the end of plan year 2024.

Who manages the Bpm Llp 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Bpm Llp. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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