Plan Snapshot
- Plan Sponsor: Bamboo Health, INC.
- Sponsor EIN: 463708737
- Sponsor Address: 9901 LINN STATION ROAD, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 741
- Total Assets: $58.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 741 | $58.0M | $0 | $0 |
| 2024 | 440 | $49.0M | $1.9M | $4.3M |
| 2023 | 492 | $42.5M | $2.1M | $4.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KPP ADVISORY SERVICES | Investment Advisor | $50,429 | — | $50,429 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $29,705 | — | $29,705 |
| CHERRY BEKAERT | Auditor | $23,100 | — | $23,100 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,234
- Estimated Expense Ratio: 0.178% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $7,353,804 | $50,429 | — | $23,100 | — |
| 2024 | $99,538 | $66,528 | $1,500 | — | — |
| 2023 | $74,370 | $73,815 | — | — | — |