# Bloomreach, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bloomreach-inc-401k-plan

> Bloomreach, INC.'s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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