Plan Snapshot
- Plan Sponsor: Bloomberg L.P.
- Sponsor EIN: 133417984
- Sponsor Address: 731 LEXINGTON AVE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 14,853
- Total Assets: $5.7B
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 14,853 | $5.7B | $92.1M | $266.4M |
| 2023 | 14,760 | $4.8B | $87.4M | $244.9M |
| 2022 | 13,464 | $3.8B | $78.8M | $208.5M |
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 |
|---|---|---|---|---|
| EISNER AMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNER AMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $247,054 | — | — | — | — |
| 2023 | $241,829 | — | — | — | — |
| 2022 | $226,096 | — | — | — | — |