# Bloomberg Industry Group, INC. DB Plan
Source: https://planprovider.pro/companies/bloomberg-industry-group-inc-plan-001

> Bloomberg Industry Group, INC.'s DB plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bloomberg Industry Group, INC.

- **Sponsor EIN:** 530040540

- **Sponsor Address:** 1801 S BELL ST, ARLINGTON, VA, 222024506

- **Plan Type:** DB

- **Total Participants:** 121

- **Total Assets:** $312.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|121|$312.8M|$2.1M|$0|

| 2023|145|$309.4M|$3.5M|$0|

| 2022|156|$295.2M|$10.0M|$0|

## 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|

| PNC|Other Service Provider|$330,957|—|$330,957|

| WTW|Other Service Provider|$151,723|—|$151,723|

| APRIO LLP|Other Service Provider|$38,325|—|$38,325|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WTW](https://planprovider.pro/provider/lincoln-financial-group) — Other Service Provider

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $521,005

- **Estimated Expense Ratio:** 0.167% 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|

| 2024|$1,805,337|$526,389|—|$38,325|—|

| 2023|$2,139,233|$755,974|—|$34,000|—|

| 2022|$2,268,745|$933,788|—|—|$1,334,957|

## Similar Plans

- [Bloomberg Industry Group, INC.](https://planprovider.pro/companies/bloomberg-industry-grp-401k-plan) — 1,267 participants

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