Original filing (PDF)20251015095557NAL0008950738001

Bamboo Health, Inc.

Name: Bamboo Health, Inc. — Bamboo Health 401(k) Savings, Form 5500 (2024)
Creator: Bamboo Health, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bamboo Health 401(k) Savings Plan

401(k) retirement plan · Bamboo Health, Inc.'s Bamboo Health 401(k) Savings Plan held $49.0M in plan assets for 440 participants in 2024, with Fidelity as recordkeeper.

Active participants

440

Accounts w/ balance

623

Plan assets (EOY)

$49.0M

Net assets (EOY)

$49.0M

How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAMBOO HEALTH, INC..

Plan sponsor

Name

BAMBOO HEALTH, INC.

EIN

46-3708737all filings

Address

9901 LINN STATION ROAD · SUITE 500 · LOUISVILLE, KY · 40223

Phone

(502) 815-3930

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-10-15

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT W BAIRD & CO	39-6037917	—	ADVISOR	$48K	—
KPP ADVISORY SERVICES	82-2156735

Investments

36 direct securities · 1 pooled fund· $49.2M(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.

Mutual Funds

$34.8M

20 holdings

Common Collective Trusts

$10.1M

4 holdings

Other securities

$3.4M

10 holdings

Cash / Money Market

$364K

1 holding

Common Collective Trust

$333K

1 holding

Bonds / Notes

$199K

1 holding

					% of plan
Fidelity Management & Research Co. 500 Index Fund	Common Collective Trusts	—	—	$6.8M	13.9%
American Funds 2050 Target Date Retirement Fund	Mutual Funds	—	—	$6.1M	12.4%
American Funds 2055 Target Date Retirement Fund	Mutual Funds	—	—	$5.3M	10.9%
American Funds 2045 Target Date Retirement Fund	Mutual Funds	—	—	$5.0M	10.2%
American Funds 2035 Target Date Retirement Fund	Mutual Funds	—	—	$4.6M	9.5%
American Funds 2040 Target Date Retirement Fund	Mutual Funds	—	—	$4.6M	9.4%
American Funds 2060 Target Date Retirement Fund	Mutual Funds	—	—	$3.7M	7.5%
Fidelity Management & Research Co. Mid Cap Index Fund	Common Collective Trusts	—	—	$1.7M	3.6%
American Funds 2030 Target Date Retirement Fund	Mutual Funds	—	—	$1.4M	2.9%
American Funds 2025 Target Date Retirement Fund	Mutual Funds	—	—	$983K	2.0%
Fidelity Management & Research Co. Small Cap Index Fund	Common Collective Trusts	—	—	$916K	1.9%
Calvert Equity Fund	Other securities	—	—	$810K	1.7%
Fidelity Management & Research Co. International Index Fund	Common Collective Trusts	—	—	$662K	1.4%
American Funds 2010 Target Date Retirement Fund	Mutual Funds	—	—	$652K	1.3%
Hartford Funds Equity Income Fund	Other securities	—	—	$580K	1.2%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$568K	1.2%
American Funds 2065 Target Date Retirement Fund	Mutual Funds	—	—	$533K	1.1%
Columbia Seligman Technology and Information Fund	Other securities	—	—	$475K	1.0%
Calamos Growth & Income Fund	Other securities	—	—	$417K	0.9%
JP Morgan US Government Money Market Fund	Cash / Money Market	—	—	$364K	0.7%
Wells Fargo Bank, N.A. Galliard Stable Return Fund	Other securities	—	—	$333K	0.7%
GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$333K	0.7%
Janus Henderson Triton Fund	Mutual Funds	—	—	$320K	0.7%
Dodge & Cox Income Fund	Mutual Funds	—	—	$234K	0.5%
Fidelity Management & Research Co. Fidelity Advisor Strategic Income Fund	Mutual Funds	—	—	$215K	0.4%
PGIM Jennison Emerging Markets Equity Opportunities Fun	Other securities	—	—	$199K	0.4%
9.50%, collateralized by participant accounts.	Bonds / Notes	—	—	$199K	0.4%
Victory Sycamore Established Value Fund	Other securities	—	—	$196K	0.4%
Hartford Funds International Opportunities Fund	Other securities	—	—	$168K	0.3%
Janus Henderson Small Cap Value Fund	Mutual Funds	—	—	$142K	0.3%
Fidelity Management & Research Co. Fidelity Advisor Balanced Fund	Mutual Funds	—	—	$135K	0.3%
American Funds 2020 Target Date Retirement Fund	Mutual Funds	—	—	$123K	0.3%
Hartford Funds Balanced Income Fund	Other securities	—	—	$121K	0.2%
Cohen & Steers Real Estate Securities Fund	Other securities	—	—	$117K	0.2%
MFS Global Total Return Fund	Mutual Funds	—	—	$90K	0.2%
PIMCO CommoditiesPLUS Strategy Fund	Mutual Funds	—	—	$10K	<0.1%
American Funds 2015 Target Date Retirement Fund	Mutual Funds	—	—	$9K	<0.1%