# Bloomberg Industry Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bloomberg-industry-grp-401k-plan

> Bloomberg Industry Group, INC.'s 401(k) plan: 1,267 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, 222024519

- **Plan Type:** 401(k)

- **Total Participants:** 1,267

- **Total Assets:** $447.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|1,267|$447.0M|$10.7M|$15.8M|

| 2023|1,753|$408.0M|$10.1M|$14.7M|

| 2022|1,263|$362.6M|$8.9M|$12.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$68,390|—|$68,390|

| ROCATON INVESTMENT ADVISORS LLC|NONE|$39,270|—|$39,270|

| APRIO LLP|NONE|$20,173|—|$20,173|

| GOLDMAN SACHS ASSET MANAGEMENT LP|NONE|$12,936|—|$12,936|

| EMPOWER ADVISORY GROUP, LLC|NONE|$11,898|—|$11,898|

### Verified Provider Profiles

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

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $152,667

- **Estimated Expense Ratio:** 0.034% 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|$152,667|$64,104|—|$20,173|—|

| 2023|$153,242|$4,587|—|—|—|

| 2022|$107,939|$52,013|$10,751|—|$31,000|

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