Bloom Companies, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bloom Companies, LLC
  • Sponsor EIN: 391912223
  • Sponsor Address: 10501 W. RESEARCH DRIVE, MILWAUKEE, WI, 532263444
  • Plan Type: 401(k)
  • Total Participants: 85
  • Total Assets: $7.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202485$7.8M$122,375$611,044
202355$5.9M$95,975$396,077
202265$4.5M$81,224$317,103

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