# Boomi, LP 401(k) Plan
Source: https://planprovider.pro/companies/boomi-lp-401k-plan

> Boomi, LP's 401(k) plan: 877 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$53,757|—|$53,757|

| USI ADVISORS INC|INVESTMENT ADVISOR|$16,225|—|$16,225|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,982

- **Estimated Expense Ratio:** 0.046% 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|$69,982|$16,225|—|—|—|

| 2023|$85,695|—|$300|—|—|

| 2022|$31,575|—|—|—|—|

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