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Original filing (PDF)20250922085310NAL0005394992001
BLOOMBERG L.P.
Form 5500
FILING_RECEIVED
BLOOMBERG L.P. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
14,853
Accounts w/ balance
19,208
Plan assets (EOY)
$5.7B
Net assets (EOY)
$5.7B
How this plan invests
This plan
25 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOOMBERG L.P..
Plan sponsor
Name
BLOOMBERG L.P.
EIN
13-3417984
Address
731 LEXINGTON AVE · NEW YORK, NY · 10022
Phone
(212) 617-2000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNER AMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $241K | — |
| EMPOWER FINANCIAL SERVICES INC | 84-0965407 | — | NONE | $6K | — |
Investments
6 direct securities · 25 pooled funds· $5.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$5.3B
25 holdings
Uncategorized
$530.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX FUND CLASS K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $1.2B | 21.3% | |
| HARBOR CAPITAL APPRECIATION CIT 4 HARBOR · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $438.0M | 7.6% | |
| LIFEPATH INDEX 2045 NON-LENDABLE M BLACKROCK · EIN 81-3196176 / PN 001 | Common Collective Trust | — | — | $376.5M | 6.6% | |
| LIFEPATH INDEX 2050 NON-LENDABLE M BLACKROCK · EIN 81-3217294 / PN 001 | Common Collective Trust | — | — | $373.5M | 6.5% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $328.9M | 5.7% | |
| LIFEPATH INDEX 2040 NON-LENDABLE M BLACKROCK · EIN 81-3185003 / PN 001 | Common Collective Trust | — | — | $322.2M | 5.6% | |
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $298.3M | 5.2% | |
| LIFEPATH INDEX 2055 NON-LENDABLE M BLACKROCK · EIN 81-3223239 / PN 001 | Common Collective Trust | — | — | $255.3M | 4.5% | |
| BLACKROCK SHORT TERM INVESTMENT W BLACKROCK · EIN 16-1673805 / PN 001 | Common Collective Trust | — | — | $238.3M | 4.2% | |
| LIFEPATH INDEX 2035 NON-LENDABLE M BLACKROCK · EIN 81-3168065 / PN 001 | Common Collective Trust | — | — | $225.7M | 3.9% | |
| Dodge & Cox Stock Fund | — | — | — | $215.9M | 3.8% | |
| LIFEPATH INDEX 2060 NON-LENDABLE M BLACKROCK · EIN 81-3239005 / PN 001 | Common Collective Trust | — | — | $165.0M | 2.9% | |
| LOOMIS SAYLES SMALL MID CAP GRWTH T LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | — | — | $149.2M | 2.6% | |
| LIFEPATH INDEX 2030 NON-LENDABLE M BLACKROCK · EIN 81-3148951 / PN 001 | Common Collective Trust | — | — | $134.7M | 2.3% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $134.6M | 2.3% | |
| Dodge & Cox Balanced Fund | — | — | — | $132.7M | 2.3% | |
| SSGA GLOBAL ALL CAP EQUITY EX-US IN STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $102.9M | 1.8% | |
| LIFEPATH INDEX RETIREMENT NON-LENDA BLACKROCK · EIN 81-3250773 / PN 001 | Common Collective Trust | — | — | $96.2M | 1.7% | |
| TS&W INTERNATIONAL LRGCP EQUITY TRU GLOBAL TRUST COMPANY - TS&W · EIN 26-6773274 / PN 003 | Common Collective Trust | — | — | $93.2M | 1.6% | |
| State Street Global Advisors US Bond Index Non-Lending Fund Class M | — | — | — | $80.4M | 1.4% | |
| STATE ST US BND INDX NL CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $80.4M | 1.4% | |
| GALLIARD MANAGED INCOME FUND MC SEI TRUST COMPANY · EIN 83-6516714 / PN 001 | Common Collective Trust | — | — | $70.1M | 1.2% | |
| LIFEPATH INDEX 2065 NON-LENDABLE M BLACKROCK · EIN 84-1957801 / PN 001 | Common Collective Trust | — | — | $60.4M | 1.1% | |
| AB SMID VALUE P-2 CLASS ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 025 | Common Collective Trust | — | — | $59.5M | 1.0% | |
| PARNASSUS SUSTAINABLE CORE EQUITY C PARNASSUS COLLECTIVE INVESTMENT TRUST · EIN 85-3199856 / PN 144 | Common Collective Trust | — | — | $59.3M | 1.0% | |
| DFA Emerging Markets Core Equity I | — | — | — | $50.5M | 0.9% | |
| November 2034 | — | — | — | $25.6M | 0.4% | |
| Empower Self-directed Brokerage | — | — | — | $25.4M | 0.4% | |
| STATE ST REAL ASSET NL CL C STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $2.5M | <0.1% | |
| STATE STREET US BOND INDEX NON-LEND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $0 | <0.1% | |
| LIFEPATH INDEX 2025 NON-LENDABLE M BLACKROCK · EIN 81-3128643 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |