Plan Snapshot
- Plan Sponsor: Bloom Advisors
- Sponsor EIN: 200566114
- Sponsor Address: 31275 NORTHWESTERN HWY STE 145, FARMINGTN HLS, MI, 483342531
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 20 | $7.1M | $127,498 | $365,312 |
| 2023 | 20 | $7.4M | $119,886 | $354,107 |
| 2022 | 19 | $6.1M | $120,051 | $271,807 |