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Original filing (PDF)20251015144123NAL0002587539001
BLOOM ENGINEERING COMPANY, INC.
Form 5500
FILING_RECEIVED
BLOOM ENGINEERING COMPANY, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
123
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOOM ENGINEERING COMPANY, INC..
Plan sponsor
Name
BLOOM ENGINEERING COMPANY, INC.
EIN
25-0938174
Address
100 VISTA DRIVE · CHARLEROI, PA · 15022
Phone
(412) 653-3500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
GOFF BACKA ALFERA & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | CHICAGO, IL | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING, LLC | — | WEXFORD, PA | TPA | $0 | — |
Investments
36 direct securities · 1 pooled fund· $29.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$15.0M
36 holdings
Pooled Separate Account
$14.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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) | — | — | — | $1.4M | 9.5% | |
| Voya Financial Index Solution 2025 Portfolio Class Z (1) | — | — | — | $1.4M | 9.4% | |
| Voya Financial Index Solution 2030 Portfolio Class Z (1) | — | — | — | $1.3M | 8.8% | |
| Fidelity 500 Index (1) | — | — | — | $1.2M | 8.2% | |
| Voya Financial Index Solution 2040 Portfolio Class Z (1) | — | — | — | $1.2M | 7.7% | |
| Vanguard U.S. Growth Fund Admiral Shares (1) | — | — | — | $896K | 6.0% | |
| Voya Financial Fixed Account (4450) (1) | — | — | — | $677K | 4.5% | |
| Voya Financial Index Solution Income Portfolio Class Z (1) | — | — | — | $644K | 4.3% | |
| Vanguard LifeStrategy Growth Fund (1) | — | — | — | $545K | 3.6% | |
| Vanguard Equity-Income Fund Admiral Shares (1) | — | — | — | $520K | 3.5% | |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 (1) | — | — | — | $497K | 3.3% | |
| American Funds New Perspective Fund Class R6 (1) | — | — | — | $455K | 3.0% | |
| Voya Financial Index Solution 2045 Portfolio Class Z (1) | — | — | — | $339K | 2.3% | |
| Vanguard Explorer Fund Admiral Shares (1) | — | — | — | $333K | 2.2% | |
| Voya Financial Intermediate Bond Fund R6 (1) | — | — | — | $326K | 2.2% | |
| Fidelity Emerging Markets Index Fund (1) | — | — | — | $310K | 2.1% | |
| Vanguard High-Yield Corporate Fund Admiral Shares (1) | — | — | — | $305K | 2.0% | |
| Fidelity Mid Cap Index Fund (1) | — | — | — | $274K | 1.8% | |
| iShares MSCI EAFE International Index Fund Class K (1) | — | — | — | $218K | 1.4% | |
| Fidelity Small Cap Index Fund (1) | — | — | — | $217K | 1.4% | |
| Vanguard LifeStrategy Moderate Growth Fund (1) | — | — | — | $217K | 1.4% | |
| Voya Financial Index Solution 2050 Portfolio Class Z (1) | — | — | — | $213K | 1.4% | |
| DFA Investments Inflation-protected Securities Portfolio Institutional Class (1) | — | — | — | $182K | 1.2% | |
| DFA Investments DFA U.A Targeted Value Portfolio Institutional Class (1) | — | — | — | $165K | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 (1) | — | — | — | $158K | 1.0% | |
| Voya Financial Index Solution 2060 Portfolio Class Z (1) | — | — | — | $149K | 1.0% | |
| DFA Investments DFA Real Estate Securities Portfolio Institutional Class (1) | — | — | — | $146K | 1.0% | |
| Voya Financial Index Solution 2055 Portfolio Class Z (1) | — | — | — | $137K | 0.9% | |
| American Funds American Century Mid Cap Value Fund R6 Class (1) | — | — | — | $124K | 0.8% | |
| Participant * Notes Receivable Loans with interest rates of 5.25% - 10.50% 0 | — | — | — | $121K | 0.8% | |
| Voya Financial Government Money Market Fund (1) | — | — | — | $92K | 0.6% | |
| PGIM Global Total Return Fd R6 (1) | — | — | — | $65K | 0.4% | |
| Vanguard Balanced Index Fund Admiral Shares (1) | — | — | — | $51K | 0.3% | |
| Vanguard LifeStrategy Income Investor Shares (1) | — | — | — | $39K | 0.3% | |
| Voya Financial Index Solution 2065 Portfolio Class Z (1) | — | — | — | $38K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund (1) | — | — | — | $30K | 0.2% |
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