Plan Ledger DOL Form 5500 · updated monthly

Bmc Software, Inc.401(k)

BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Bmc Software, Inc. reported $760,954 in plan administrative expenses for 2024: 0.06% of average plan assets, above the peer median. Employer contributions averaged $8,051 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 90th-largest of 5,688 plans among Texas employers on file, and the 133rd of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,350,054,409
Participants with balances4,243
Active participants1,840
Employer contributions$14,814,085
Employee contributions$33,401,496
Employer contribution per active participant$8,051
Average account balance$318,184
Benefits paid to participants$135,716,432
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4B · 4,243 accts · $14.8M emplr
2023$1.2B · 4,467 accts · $14.9M emplr
2022$1.1B · 4,677 accts · $14.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$151,606
Investment management$316,431
Audit (IQPA)$28,000
Total administrative$760,954
The Bmc Software, Inc. 401(k) match · 2024
Employer contribution per active participant$8,051
Median for plans this size$5,259
2024$8,051 per active participant
2023$7,873 per active participant
2022$7,578 per active participant

Bmc Software, Inc.'s 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$316,431
MERCER INVESTMENTS LLC · Investment advisory (plan)$133,116
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$63,464
COHNREZNICK LLP · Accounting / audit$28,000
MORRIS · Legal$7,609

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$760,954 · 0.06%
2023$732,241 · 0.06%
2022$870,547 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Texas
Ntt Data Americas, Inc. TX$2.7B · 0.08%
Worley Group Inc. TX$1.4B · 0.04%
Tyler Technologies, Inc. TX$1.2B · 0.05%
Locke Lord LLP TX$891.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742126120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.