How big is Bloom, Gates, Shipman & Whiteleather, LLP's plan?

Bloom, Gates, Shipman & Whiteleather, LLP's plan reported $4.2M in assets and 10 participants for 2024.

Original filing (PDF)20250616130121NAL0000919057001

Bloom, Gates, Shipman & Whiteleather, LLP

Name: Bloom, Gates, Shipman & Whiteleather, LLP — Form 5500 Plan 001 (2024)
Creator: Bloom, Gates, Shipman & Whiteleather, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bloom, Gates, Shipman & Whiteleather, LLP Retirement Plan

401(k) retirement plan · Bloom, Gates, Shipman & Whiteleather, LLP's Bloom, Gates, Shipman & Whiteleather, LLP Retirement Plan held $4.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Bloom, Gates, Shipman & Whiteleather, LLP's EIN is 35-1348020.

EIN 35-1348020

Plan number 001

Plan year 2024

ACK ID 20250616130121NAL0000919057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bloom, Gates, Shipman & Whiteleather, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bloom, Gates, Shipman & Whiteleather, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLOOM, GATES, SHIPMAN & WHITELEATHER, LLP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score