Bloomreach, Inc. 401(k) Plan & Trust
Sponsored by Bloomreach, Inc. · EIN 264237993 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 243
- With balances
- 362
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 |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $47,119 |
| Newfront Retirement Services, Inc. | Investment advisory (plan) | $37,124 |