Boomi, Lp 401(k) Plan
Sponsored by Boomi, Lp · EIN 233016018 · Plan #001
- Total assets
- $153M
- Net assets
- $153M
- Active participants
- 877
- With balances
- 1,098
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $53,757 |
| Usi Advisors Inc | Investment advisory (plan) | $16,225 |