Traci Adams signed Fullbloom's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fullbloom's EIN is 73-1685121.
Download the official 2024 Form 5500 (PDF) for Fullbloom from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fullbloom's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $419K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $9.5M | 11.2% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $9.5M | 11.1% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $8.7M | 10.1% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $7.6M | 8.9% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $7.1M | 8.3% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $6.7M | 7.9% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $6.3M | 7.4% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $4.0M | 4.7% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $3.9M | 4.5% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $3.6M | 4.2% | |
| T. Rowe Price Large-Cap Growth Fund | Other securities | — | — | $3.1M | 3.6% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $2.9M | 3.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 3.1% | |
| Galliard Stable Return Fund | Other securities | — | — | $1.8M | 2.2% | |
| GALLIARD STBLE RTN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| Principal MidCap Fund | Other securities | — | — | $1.6M | 1.9% | |
| through 2034 | Other securities | — | — | $928K | 1.1% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $798K | 0.9% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $766K | 0.9% | |
| Fidelity Advisor Mega Cap Stock Fund | Mutual Funds | — | — | $737K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $640K | 0.7% | |
| Principal SmallCap Fund | Other securities | — | — | $637K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $505K | 0.6% | |
| Hartford International Opportunities Fund | Other securities | — | — | $367K | 0.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $342K | 0.4% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $330K | 0.4% | |
| Fidelity Multi-Asset Index Fund | Common Collective Trusts | — | — | $171K | 0.2% | |
| BlackRock Global Dividend Fund | Other securities | — | — | $89K | 0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $87K | 0.1% | |
| Fidelity Freedom 2070 Fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES LLC | 83-0414789 | — | ACCOUNTANT/AUDITOR | $24K | — |
