BLUM, INC. 401(k) Plan
What public Form 5500 filings show about the BLUM, INC. 401(k) plan — and how to find and check your own account.
The BLUM, INC. 401(k) on its latest Form 5500
BLUM, INC. (EIN 56-1155595) reports BLUM, INC. EMPLOYEES 401(K) PLAN on its most recent Form 5500, with $54.3M in plan assets across 504 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BLUM, INC. filing — schedules, fees, and providers.
Who runs the BLUM, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BLUM, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
How to check your BLUM, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask BLUM, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).