Employers › BMC Software
Recordkeeping fees per participant · BMC Software, Inc. Savings and Investment Plan · plan year 2024
$35.02
Higher than 51% of the 790 plans over $1B that report it.
= $148,606 / 4,243
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014144224NAL0003050689001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014144224NAL0003050689001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$104.77
Higher than 91% of the 1,045 plans over $1B that report it.
= $444,523 / 4,243
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014144224NAL0003050689001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014144224NAL0003050689001, received 2025-10-14
Administrative expenses per participant
$179.34
Higher than 91% of the 1,076 plans over $1B that report it.
= $760,954 / 4,243
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014144224NAL0003050689001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014144224NAL0003050689001, received 2025-10-14
Administrative expenses as a share of assets
0.056%
Higher than 61% of the 1,076 plans over $1B that report it.
= $760,954 / $1,350,054,409
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014144224NAL0003050689001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014144224NAL0003050689001, received 2025-10-14
Employer contributions per participant
$3,491
Higher than 45% of the 1,135 plans over $1B that report it.
= $14,814,085 / 4,243
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014144224NAL0003050689001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014144224NAL0003050689001, received 2025-10-14
Employer share of total contributions
25.8%
Higher than 24% of the 1,135 plans over $1B that report it.
= $14,814,085 / $57,452,026
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014144224NAL0003050689001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014144224NAL0003050689001, received 2025-10-14
Plan terms are described in BMC Software, Inc.'s SEC filings: Form 10-K filed 2013-05-09. No term could be quoted from them with the required precision.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3H controlled-group sponsor · 2E profit-sharing · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014144224NAL0003050689001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BMC SOFTWARE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Plan name | BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Sponsor EIN / plan number | 74-2126120 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Industry (business code) | 541519, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Participants, beginning of year | 4,589 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Active participants | 1,840 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Participants, end of year | 4,370 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Participants with an account balance | 4,243 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Total assets, beginning of year | $1,216,098,098 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Total assets, end of year | $1,350,054,409 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Net assets, end of year | $1,350,054,409 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Total income | $270,378,925 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Net income | $133,879,986 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Employer contributions | $14,814,085 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Participant contributions | $33,401,496 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $9,236,445 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Total contributions | $57,452,026 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Benefit payments | $135,716,432 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $136,498,939 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Total administrative expenses | $760,954 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Contract administrator fees | $3,000 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Recordkeeping fees | $148,606 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| IQPA audit fees | $28,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Investment advisory and management fees | $316,431 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Administrative expenses excluding investment management | $444,523 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Held in common/collective trusts | $1,005,873,989 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Held in mutual funds | $224,519,712 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014144224NAL0003050689001, received 2025-10-14 |
| Independent auditor | COHNREZNICK LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014144224NAL0003050689001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014144224NAL0003050689001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $316,431 | no |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $133,116 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $63,464 | yes |
| COHNREZNICK LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $28,000 | no |
| MORRIS | ATTORNEY/LEGAL | 29 Legal | $7,609 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014144224NAL0003050689001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,216,098,098 | $1,350,054,409 | 11.0% |
| Participants with a balance | 4,467 | 4,243 | -5.0% |
| Administrative expenses | $732,241 | $760,954 | 3.9% |
| Recordkeeping fees per participant | $25.01 | $35.02 | 40.0% |
| Employer contributions | $14,935,127 | $14,814,085 | -0.8% |
Prior filing 20241003112605NAL0016962384001, received 2024-10-03; the plan years are contiguous.
Sponsor name as filed: BMC SOFTWARE, INC.; SEC registrant: BMC SOFTWARE INC (CIK 835729, matched by EIN).