Plan Snapshot
- Plan Sponsor: Boomi, LP
- Sponsor EIN: 233016018
- Sponsor Address: 1 W ELM STREET, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 877
- Total Assets: $152.8M
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 | 877 | $152.8M | $5.8M | $13.4M |
| 2023 | 863 | $131.6M | $6.4M | $14.0M |
| 2022 | 972 | $101.6M | $4.2M | $9.6M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO 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 | $69,982 | $16,225 | — | — | — |
| 2023 | $85,695 | — | $300 | — | — |
| 2022 | $31,575 | — | — | — | — |