Plan Snapshot
- Plan Sponsor: Bloomreach, INC.
- Sponsor EIN: 264237993
- Sponsor Address: 700 EAST EL CAMINO REAL SUITE 130, MOUNTAIN VIEW, CA, 94040
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $23.8M
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 | 243 | $23.8M | $239,227 | $3.4M |
| 2023 | 244 | $19.3M | $246,769 | $3.6M |
| 2022 | 273 | $13.5M | $260,719 | $3.2M |
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 |
|---|---|---|---|---|
| ABBOTT, STRINGHAM AND LYNCH | Auditor | — | — | $0 |
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 | $84,243 | $37,124 | — | — | — |
| 2023 | $75,224 | $31,064 | — | — | — |
| 2022 | $69,027 | $22,748 | $46,279 | — | — |