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Original filing (PDF)20250925050726NAL0007328961001
BLOOMERANG, LLC
Form 5500
FILING_RECEIVED
BLOOMERANG, LLC 401(K) PLAN
401(k) retirement plan
Active participants
479
Accounts w/ balance
448
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
11 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOOMERANG, LLC.
Plan sponsor
Name
BLOOMERANG, LLC
EIN
46-0707085
Address
9120 OTIS AVENUE · INDIANAPOLIS, IN · 46216
Phone
(720) 209-9876
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $43K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
Investments
18 direct securities · 11 pooled funds· $15.2M(100% of reported assets)
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.
Common Collective Trust
$9.7M
11 holdings
Registered Investment Companies
$5.5M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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