# Fullbloom 401(k) Plan
Source: https://planprovider.pro/companies/fullbloom-401k-plan

> Fullbloom's 401(k) plan: 5,955 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fullbloom

- **Sponsor EIN:** 731685121

- **Sponsor Address:** 150 ROUSE BLVD- SUITE 210, PHILADELPHIA, PA, 19112

- **Plan Type:** 401(k)

- **Total Participants:** 5,955

- **Total Assets:** $85.5M

## 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|5,955|$85.5M|$1.9M|$15.8M|

| 2023|6,365|$68.3M|$2.2M|$13.1M|

| 2022|5,445|$51.1M|$797,715|$9.8M|

## 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|$418,706|—|$418,706|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$46,125|—|$46,125|

| TORRILLO & ASSOCIATES LLC|ACCOUNTANT/AUDITOR|$24,400|—|$24,400|

### 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

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISOR

- [TORRILLO & ASSOCIATES LLC](https://planprovider.pro/provider/torrillo-and-associates-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $489,231

- **Estimated Expense Ratio:** 0.572% 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|$489,231|$46,125|$1,800|$24,400|—|

| 2023|$364,895|$102,058|—|$2,250|—|

| 2022|$244,401|—|—|—|—|

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