Bam Management US Holdings 401(k) match, vesting and fees
What Bam Management US Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Fgmk LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Bam Management US Holdings: employer contribution per participant | $921 | |
| Peer median | $2,521 |
| Bam Management US Holdings: average balance | $31,903 | |
| Peer median | $75,833 |
| Bam Management US Holdings: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $706K at the end of plan year 2021 to $3.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 128 | $3.9M | $111K | $921 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 239 | $4M | $235K | $1,009 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 336 | $2.2M | $154K | $499 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 170 | $706K | $0 | $0 | 0.09% | Not published | 5500-SF ↗ |
Common questions
Does Bam Management US Holdings match 401(k) contributions?
The match terms for the Bam Management US Holdings Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $111K in employer contributions, about $921 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bam Management US Holdings 401(k) match vested?
The vesting schedule for the Bam Management US Holdings Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bam Management US Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Bam Management US Holdings Inc..
I left Bam Management US Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bam Management US Holdings Inc., (888) 784-0136) or the recordkeeper, ADP, Inc.. The Bam Management US Holdings old 401(k) page lists the contacts from every plan filing. Find an old Bam Management US Holdings 401(k)
Data from the public Form 5500 annual reports Bam Management US Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bam Management US Holdings. Not financial advice. Report a correction · Methodology