Bluum 401(k) Plan
Sponsored by Bluum Usa, Inc. · EIN 860716114 · Plan #001
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 387
- With balances
- 363
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $68,093 |
| Empower Annuity Insurance Company | Recordkeeping fees | $38,701 |
| Hunnex And Shoemaker Inc | Contract administrator | $23,981 |
| Carlson Advisors, Llc | Accounting | $18,000 |
| Empower Financial Services | Other investment fees and expenses, Securities brokerage, Shareholder servicing fees | $85 |