Kevin Todd signed Bloom Insurance Agency, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bloom Insurance Agency, LLC's EIN is 26-0640936.
Download the official 2024 Form 5500 (PDF) for Bloom Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bloom Insurance Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 95.9% | |
| [Assets held in common collective trust] | Other | — | — | $293K | 2.9% | |
| PNR LG CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065312 / PN 398 | Common Collective Trust | — | — | $165K | 1.7% | |
| [Assets held in participant loans] | Other | — | — | $115K | 1.2% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $61K | 0.6% | |
| FRS MFS MD CP GR R GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $28K | 0.3% | |
| LD ABBETT HI YLD R GREAT GRAY TRUST COMPANY · EIN 82-1101780 / PN 321 | Common Collective Trust | — | — | $26K | 0.3% | |
| CB INTL GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $13K | 0.1% | |
| WA CORE BOND G1 GREAT GRAY TRUST COMPANY · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $0 | <0.1% |
