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Original filing (PDF)20250826131443NAL0008742641001
BLUEBEAM, INC.
Form 5500
FILING_RECEIVED
BLUEBEAM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
643
Accounts w/ balance
640
Plan assets (EOY)
$51.8M
Net assets (EOY)
$51.8M
How this plan invests
This plan
22 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUEBEAM, INC..
Plan sponsor
Name
BLUEBEAM, INC.
EIN
71-0886329
Address
443 S RAYMOND AVE · PASADENA, CA · 911052630
Phone
(626) 788-4100
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
2025-08-26
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)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Investments
9 direct securities · 22 pooled funds· $60.9M(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
$47.3M
21 holdings
Uncategorized
$13.2M
9 holdings
Pooled Separate Account
$328K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RT 2050 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.7M | 14.8% | |
| Northern Trust Northern Trust Collective S&P 500 Index Fund | — | — | — | $6.5M | 12.5% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $6.5M | 12.5% | |
| T ROWE PRICE RT 2055 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.1M | 11.8% | |
| T ROWE PRICE RT 2045 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.1M | 11.8% | |
| T ROWE PRICE RT 2035 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $5.0M | 9.6% | |
| T ROWE PRICE RT 2040 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.5M | 8.7% | |
| T ROWE PRICE RT 2060 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.6% | |
| JPMorgan Investment Management JPMorgan Large Cap Growth R6 Fund | — | — | — | $2.4M | 4.6% | |
| T ROWE PRICE RT 2030 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.1% | |
| Northern Trust Northern Trust Collective Extended Equity Market Index | — | — | — | $1.6M | 3.1% | |
| NT COL EXTD EQ MKT IDX DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $1.6M | 3.1% | |
| T ROWE PRICE RT 2025 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.8% | |
| BlackRock Total Return K Fund | — | — | — | $934K | 1.8% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $881K | 1.7% | |
| Northern Trust Northern Trust Collective All Country World Index | — | — | — | $720K | 1.4% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $720K | 1.4% | |
| Participant Loans to participants, bearing interest from 5.0% to 9.5% | — | — | — | $696K | 1.3% | |
| T ROWE PRICE RT 2020 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $526K | 1.0% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $487K | 0.9% | |
| Principal Life Insurance Company SmallCap Growth I Separate Account | — | — | — | $328K | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $328K | 0.6% | |
| MFS MID CAP VALUE FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $323K | 0.6% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $315K | 0.6% | |
| T ROWE PRICE RT 2065 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $299K | 0.6% | |
| T ROWE PRICE RT 2010 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $173K | 0.3% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $59K | 0.1% | |
| Northern Trust Northern Trust Collective Aggregate Bond Index Fund | — | — | — | $39K | <0.1% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $39K | <0.1% | |
| Allspring Global Investments Allspring Spec Small Cap Value R6 | — | — | — | $26K | <0.1% | |
| T ROWE PRICE RT 2005 TRST CL K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
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