Back to filter
Original filing (PDF)20251010155135NAL0008428145001
BOOMI, LP
Form 5500
FILING_RECEIVED
BOOMI, LP 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure26% in single holding
Active participants
877
Accounts w/ balance
1,098
Plan assets (EOY)
$152.8M
Net assets (EOY)
$152.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity 500 Index Fund Mutual Fund" is 26% of plan.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOOMI, LP.
Plan sponsor
Name
BOOMI, LP
EIN
23-3016018
Address
1 W ELM STREET · SUITE 200 · CONSHOHOCKEN, PA · 19428
Phone
(610) 854-0700
Industry
Custom Computer Programming· 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
2025-10-10
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | INVESTMENT ADVISOR | $16K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 1 pooled fund· $152.9M(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.
Uncategorized
$151.1M
26 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $39.8M | 26.0% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $22.3M | 14.6% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $18.6M | 12.2% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $14.0M | 9.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $11.0M | 7.2% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $7.6M | 5.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $4.9M | 3.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $3.8M | 2.5% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $3.8M | 2.5% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $3.8M | 2.5% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $2.6M | 1.7% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $2.6M | 1.7% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $2.5M | 1.6% | |
| Western Asset Core Bond Fund Class I Mutual Fund | — | — | — | $1.9M | 1.2% | |
| JH STABLE VALUE R6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.1% | |
| MFS International Diversification Fund R6 Mutual Fund | — | — | — | $1.7M | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.6M | 1.1% | |
| Notes receivable from participants with maturities through April 2037 - | — | — | — | $1.6M | 1.1% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $1.5M | 1.0% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $1.4M | 0.9% | |
| T. Rowe Price Retirement I 2005 Fund Mutual Fund | — | — | — | $1.0M | 0.7% | |
| Nationwide Geneva Small Cap Growth Fund Class R6 Mutual Fund | — | — | — | $870K | 0.6% | |
| Invesco Developing Markets Fund Class R6 Mutual Fund | — | — | — | $858K | 0.6% | |
| Delaware Small Cap Value Fund Class R6 Mutual Fund | — | — | — | $529K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $389K | 0.3% | |
| T. Rowe Price Retirement I 2010 Fund Mutual Fund ** 59 T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $299K | 0.2% | |
| Fidelity Government Money Market Fund K6 Mutual Fund | — | — | — | $4K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Custom Computer Programming plans
INVESTCLOUD, INC.
INVESTCLOUD, INC 401(K) PLAN
$152.4M · 586 participants
REI SYSTEMS, INC
REI SYSTEMS, INC. 401(K) PLAN
$148.7M · 804 participants
TELLIGEN, INC.
TELLIGEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$147.1M · 624 participants
HEALTH CATALYST, INC.
HEALTH CATALYST, INC. 401(K) PLAN
$158.7M · 1,350 participants
VENDOR CREDENTIALING SERVICE, LLC D/B/A SYMPLR
SYMPLR 401(K) PLAN AND TRUST
$143.6M · 1,483 participants
COHESITY, INC.
COHESITY, INC. 401(K) PLAN
$142.7M · 2,153 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B