Back to filter
Original filing (PDF)20251014121152NAL0003891152001
BLOOMREACH, INC.
Form 5500
FILING_RECEIVED
BLOOMREACH, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
243
Accounts w/ balance
362
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOOMREACH, INC..
Plan sponsor
Name
BLOOMREACH, INC.
EIN
26-4237993
Address
700 EAST EL CAMINO REAL SUITE 130 · MOUNTAIN VIEW, CA · 94040
Phone
(888) 263-3917
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ABBOTT, STRINGHAM AND LYNCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES, INC. | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $37K | — |
Investments
27 direct securities · 1 pooled fund· $23.8M(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
$23.8M
27 holdings
Common Collective Trust
$61K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv Mutual fund † | — | — | — | $4.1M | 17.3% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $3.2M | 13.5% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | — | — | — | $3.1M | 13.2% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | — | — | — | $2.0M | 8.4% | |
| Vanguard Target Retirement 2040 Inv Mutual fund | — | — | — | $1.8M | 7.6% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | — | — | — | $1.6M | 6.8% | |
| Vanguard Target Retirement 2035 Inv Mutual fund | — | — | — | $1.3M | 5.3% | |
| JPMorgan US Equity R6 Mutual fund | — | — | — | $1.1M | 4.6% | |
| Dodge & Cox Income X Mutual fund | — | — | — | $930K | 3.9% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund | — | — | — | $925K | 3.9% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $561K | 2.4% | |
| JPMorgan Large Cap Growth R6 Mutual fund | — | — | — | $501K | 2.1% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | — | — | — | $434K | 1.8% | |
| T. Rowe Price Mid-Cap Growth I Mutual fund | — | — | — | $388K | 1.6% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | — | — | — | $379K | 1.6% | |
| Vanguard Developed Markets Index Admiral Mutual fund | — | — | — | $375K | 1.6% | |
| Invesco Global R6 Mutual fund | — | — | — | $247K | 1.0% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | — | — | — | $188K | 0.8% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | — | — | — | $132K | 0.6% | |
| Key Guaranteed Portfolio Fund Fixed annuity fund | — | — | — | $108K | 0.5% | |
| Empower International Value Instl Mutual fund | — | — | — | $77K | 0.3% | |
| American Funds Europacific Gr R6 Mutual fund | — | — | — | $76K | 0.3% | |
| various maturities through | — | — | — | $64K | 0.3% | |
| COHEN AND STEERS U S REALTY CIT CLA COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 000 | Common Collective Trust | — | — | $61K | 0.3% | |
| Vanguard Windsor II Fund - Admiral Mutual fund | — | — | — | $59K | 0.2% | |
| Vanguard Explorer Adm Mutual fund | — | — | — | $58K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Mutual fund | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement Income Inv Mutual fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Professional & Technical Services plans
HUBER & ASSOCIATES, INC.
HUBER & ASSOCIATES, INC. 401(K) PLAN
$23.8M · 108 participants
CANONICAL USA
CANONICAL USA 401(K) PROFIT SHARING PLAN & TRUST
$23.8M · 219 participants
ALIGN COMMUNICATIONS, INC.
ALIGN COMMUNICATIONS, INC. PROFIT SHARING PLAN & TRUST
$23.8M · 173 participants
OPEN TECHNOLOGY SOLUTIONS, LLC
OPEN TECHNOLOGY SOLUTIONS, LLC 401(K) PLAN
$23.9M · 201 participants
NCONTRACTS LLC
NCONTRACTS 401(K) PLAN
$23.9M · 356 participants
PROFITSOLV PURCHASER, INC.
PROFITSOLV PURCHASER, INC. 401(K) PLAN
$23.7M · 239 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B