Angela Ostrander signed Bloomerang, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bloomerang, LLC's EIN is 46-0707085.
Download the official 2024 Form 5500 (PDF) for Bloomerang, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bloomerang, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RET ADV 2055 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $2.4M | 15.6% | |
| PUTNAM RET ADV 2050 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.1M | 13.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.1M | 13.6% | |
| PUTNAM RET ADV 2060 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $1.6M | 10.7% | |
| PUTNAM RET ADV 2045 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.6M | 10.3% | |
| PUTNAM RET ADV 2040 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $958K | 6.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $751K | 4.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $678K | 4.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $668K | 4.4% | |
| PUTNAM RET ADV 2035 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $575K | 3.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $389K | 2.5% | |
| FIDELITY EQUITY INCOME FUND - | Registered Investment Companies | — | — | $234K | 1.5% | |
| JAN HEND GLOBAL TECH INNOV N | Registered Investment Companies | — | — | $224K | 1.5% | |
| PUTNAM RET ADV 2030 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $210K | 1.4% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $135K | 0.9% | |
| PUTNAM RET ADV 2065 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $102K | 0.7% | |
| PGIM US REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $83K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $75K | 0.5% | |
| PUTNAM RET ADV 2025 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $66K | 0.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $65K | 0.4% | |
| PUTNAM RET ADV MATURITY X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $47K | 0.3% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $44K | 0.3% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $38K | 0.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $35K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $27K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $26K | 0.2% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $18K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $11K | <0.1% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
