Plan Snapshot
- Plan Sponsor: Bloom Insurance Agency, LLC (EIN 260640936)
- Plan Type: 401(k)
- Total Participants: 979
- Total Assets: $10.0M
- Sponsor State: IN
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 979 | $10.0M | $83,789 | $1.7M |
| 2023 | 886 | $7.8M | $124,257 | $1.4M |
| 2022 | 763 | $5.4M | $83,330 | $1.0M |
Service Providers
- FORVIS MAZARS LLP — Accountant / Independent Qualified Public Accountant