Meredith McCaskey signed Bloom Engineering Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bloom Engineering Company, Inc.'s EIN is 25-0938174.
Download the official 2024 Form 5500 (PDF) for Bloom Engineering Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bloom Engineering Company, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | CHICAGO, IL | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.2M | 94.7% | |
| Voya Financial Index Solution 2035 Portfolio Class Z (1) | Other securities | — | — | $1.4M | 9.5% | |
| Voya Financial Index Solution 2025 Portfolio Class Z (1) | Other securities | — | — | $1.4M | 9.4% | |
| Voya Financial Index Solution 2030 Portfolio Class Z (1) | Other securities | — | — | $1.3M | 8.8% | |
| Fidelity 500 Index (1) | Common Collective Trusts | — | — | $1.2M | 8.2% | |
| Voya Financial Index Solution 2040 Portfolio Class Z (1) | Other securities | — | — | $1.2M | 7.7% | |
| Vanguard U.S. Growth Fund Admiral Shares (1) | Mutual Funds | — | — | $896K | 6.0% | |
| Voya Financial Fixed Account (4450) (1) | Other securities | — | — | $677K | 4.5% | |
| Voya Financial Index Solution Income Portfolio Class Z (1) | Other securities | — | — | $644K | 4.3% | |
| Vanguard LifeStrategy Growth Fund (1) | Mutual Funds | — | — | $545K | 3.6% | |
| Vanguard Equity-Income Fund Admiral Shares (1) | Mutual Funds | — | — | $520K | 3.5% | |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 (1) | Other securities | — | — | $497K | 3.3% | |
| American Funds New Perspective Fund Class R6 (1) | Mutual Funds | — | — | $455K | 3.0% | |
| Voya Financial Index Solution 2045 Portfolio Class Z (1) | Other securities | — | — | $339K | 2.3% | |
| Vanguard Explorer Fund Admiral Shares (1) | Mutual Funds | — | — | $333K | 2.2% | |
| Voya Financial Intermediate Bond Fund R6 (1) | Other securities | — | — | $326K | 2.2% | |
| Fidelity Emerging Markets Index Fund (1) | Common Collective Trusts | — | — | $310K | 2.1% | |
| Vanguard High-Yield Corporate Fund Admiral Shares (1) | Mutual Funds | — | — | $305K | 2.0% | |
| Fidelity Mid Cap Index Fund (1) | Common Collective Trusts | — | — | $274K | 1.8% | |
| iShares MSCI EAFE International Index Fund Class K (1) | Common Collective Trusts | — | — | $218K | 1.4% | |
| Fidelity Small Cap Index Fund (1) | Common Collective Trusts | — | — | $217K | 1.4% | |
| Vanguard LifeStrategy Moderate Growth Fund (1) | Mutual Funds | — | — | $217K | 1.4% | |
| Voya Financial Index Solution 2050 Portfolio Class Z (1) | Other securities | — | — | $213K | 1.4% | |
| DFA Investments Inflation-protected Securities Portfolio Institutional Class (1) | Mutual Funds | — | — | $182K | 1.2% | |
| DFA Investments DFA U.A Targeted Value Portfolio Institutional Class (1) | Mutual Funds | — | — | $165K | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 (1) | Other securities | — | — | $158K | 1.0% | |
| Voya Financial Index Solution 2060 Portfolio Class Z (1) | Other securities | — | — | $149K | 1.0% | |
| DFA Investments DFA Real Estate Securities Portfolio Institutional Class (1) | Mutual Funds | — | — | $146K | 1.0% | |
| Voya Financial Index Solution 2055 Portfolio Class Z (1) | Other securities | — | — | $137K | 0.9% | |
| American Funds American Century Mid Cap Value Fund R6 Class (1) | Mutual Funds | — | — | $124K | 0.8% | |
| Participant * Notes Receivable Loans with interest rates of 5.25% - 10.50% 0 | Bonds / Notes | — | — | $121K | 0.8% | |
| Voya Financial Government Money Market Fund (1) | Cash / Money Market | — | — | $92K | 0.6% | |
| PGIM Global Total Return Fd R6 (1) | Other securities | — | — | $65K | 0.4% | |
| Vanguard Balanced Index Fund Admiral Shares (1) | Common Collective Trusts | — | — | $51K | 0.3% | |
| Vanguard LifeStrategy Income Investor Shares (1) | Mutual Funds | — | — | $39K | 0.3% | |
| Voya Financial Index Solution 2065 Portfolio Class Z (1) | Other securities | — | — | $38K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund (1) | Mutual Funds | — | — | $30K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC | — | WEXFORD, PA | TPA | $0 | — |
