Original filing (PDF)20250303110154NAL0011005282001

BLOOM STRATEGIC CONSULTING, INC. 401K PLAN

Name: BLOOM STRATEGIC CONSULTING, INC. 401K PLAN — Form 5500 (2024)
Creator: BLOOM STRATEGIC CONSULTING, INC. 401K PLAN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOOM STRATEGIC CONSULTING, INC. 401K PLAN.

Plan sponsor

Name

BLOOM STRATEGIC CONSULTING, INC. 401K PLAN

EIN

20-8254245

Address

5960 BERKSHIRE LANE, FLOOR 6-119 · DALLAS, TX · 75225

Phone

(972) 860-1683

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

2025-03-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

2J · 401(k) feature

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

CLICK CONDUCTOR CORP 401K PLAN

$1.8M · 1 participants

JIM COLEMAN, LTD.

JIM COLEMAN, LTD. 401(K) PLAN & TRUST

$1.8M · 10 participants

JK EXECUTIVE STRATEGIES, LLC

JK EXECUTIVE STRATEGIES, LLC 401(K) PLAN

$1.8M · 14 participants

THE TAW, LP

RDJ DEVELOPMENT COMPANY 401(K) PLAN

$1.8M · 15 participants

FREED'S BOULEVARD BAKERY, INC.

FREED'S BOULEVARD BAKERY INC 401(K) PLAN

$1.8M · 88 participants