# Bloom Insurance Agency, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bloom-insurance-agency-llc-401k-plan

> Bloom Insurance Agency, LLC's 401(k) plan: 979 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

## Similar Plans

- [Shepherd Insurance, LLC](https://planprovider.pro/companies/shepherd-insurance-llc-401k-plan) — 608 participants

- [Doxa Insurance Holdings, LLC](https://planprovider.pro/companies/doxa-insurance-holdings-llc-401k-plan-002-8271) — 457 participants

- [Allied Solutions, LLC](https://planprovider.pro/companies/allied-solutions-llc-401k-plan) — 1,957 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bloom-insurance-agency-llc-401k-plan)

© 2026 PlanProvider.Pro