Original filing (PDF)20251010134901NAL0018743106001

Bloom Energy Corporation

Name: Bloom Energy Corporation — Bloom Energy Corporation, Form 5500 (2024)
Creator: Bloom Energy Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bloom Energy Corporation 401(k) Plan

401(k) retirement plan · Bloom Energy Corporation's Bloom Energy Corporation 401(k) Plan held $144.4M in plan assets for 1,718 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosureLate participant contributionsCorrective distributions issued

Active participants

1,718

Accounts w/ balance

1,351

Plan assets (EOY)

$144.4M

Net assets (EOY)

$144.4M

How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 7K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLOOM ENERGY CORPORATION.

Plan sponsor

Name

BLOOM ENERGY CORPORATION

EIN

77-0565408all filings

Address

4353 N 1ST STREET · SAN JOSE, CA · 95134

Phone

(408) 543-1500

Industry

Manufacturing

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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$135K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$48K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

42 direct securities· $140.6M(97% of reported assets)

Mutual Funds

$101.0M

31 holdings

Common Collective Trusts

$29.7M

5 holdings

Other securities

$9.9M

6 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$16.5M	11.4%
Fidelity Growth Company Fund Mutual Fund	Mutual Funds	—	—	$14.0M	9.7%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$11.8M	8.2%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$8.9M	6.1%
Fidelity Freedom 2050 K Fund Mutual Fund	Mutual Funds	—	—	$7.8M	5.4%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.7M	3.9%
Fidelity OTC Portfolio Fund Mutual Fund	Mutual Funds	—	—	$5.6M	3.9%
Fidelity Freedom 2055 K Fund Mutual Fund	Mutual Funds	—	—	$5.4M	3.7%
Fidelity Freedom 2035 K Fund Mutual Fund	Mutual Funds	—	—	$4.6M	3.2%
Fidelity Freedom 2045 K Fund Mutual Fund	Mutual Funds	—	—	$4.5M	3.1%
Fidelity Freedom 2040 K Fund Mutual Fund	Mutual Funds	—	—	$4.2M	2.9%
Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$4.2M	2.9%
Baird Core Plus Bond Institutional Fund Mutual Fund	Other securities	—	—	$3.9M	2.7%
Fidelity Freedom 2030 K Fund Mutual Fund	Mutual Funds	—	—	$3.9M	2.7%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.7M	2.6%
Vanguard Dividend Growth Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$2.8M	2.0%
Fidelity Overseas Fund Mutual Fund	Mutual Funds	—	—	$2.3M	1.6%
Fidelity Emerging Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.1M	1.5%
Fidelity Investment Grade Bond Fund Mutual Fund	Mutual Funds	—	—	$2.1M	1.4%
Fidelity Mid Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$1.9M	1.3%
Fidelity Small Cap Index Premium Fund Mutual Fund	Mutual Funds	—	—	$1.9M	1.3%
Fidelity US Bond Index Premium Fund Mutual Fund	Mutual Funds	—	—	$1.8M	1.2%
Janus Henderson Enterprise I Fund Mutual Fund	Mutual Funds	—	—	$1.7M	1.2%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.6M	1.1%
Allspring Special Mid Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$1.6M	1.1%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$1.6M	1.1%
Fidelity Puritan Fund Mutual Fund	Mutual Funds	—	—	$1.6M	1.1%
BlackRock Advantage Small Cap Core Fund Class K Mutual Fund	Other securities	—	—	$1.6M	1.1%
Fidelity Diversified International Fund Mutual Fund	Mutual Funds	—	—	$1.5M	1.0%
Columbia Dividend Income Fund Institutional Class Mutual Fund	Other securities	—	—	$1.4M	1.0%
Fidelity Freedom 2025 K Fund Mutual Fund	Mutual Funds	—	—	$1.3M	0.9%
Fidelity Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$1.2M	0.8%
Fidelity Real Estate Investment Portfolio Fund Mutual Fund	Mutual Funds	—	—	$1.1M	0.8%
Fidelity Low Price Stock Fund Mutual Fund	Mutual Funds	—	—	$1.1M	0.8%
Fidelity Freedom 2060 K Fund Mutual Fund	Mutual Funds	—	—	$1.0M	0.7%
with various maturities through April 2031 0	Other securities	—	—	$940K	0.7%
Calvert Short Duration Income Fund Mutual Fund	Other securities	—	—	$587K	0.4%
Fidelity Freedom 2065 K Fund Mutual Fund	Mutual Funds	—	—	$524K	0.4%
Fidelity Freedom 2020 K Fund Mutual Fund	Mutual Funds	—	—	$419K	0.3%
Fidelity Freedom 2015 K Fund Mutual Fund	Mutual Funds	—	—	$230K	0.2%
Fidelity Freedom Income K Fund Mutual Fund	Mutual Funds	—	—	$138K	<0.1%
Fidelity Freedom 2010 K Fund Mutual Fund	Mutual Funds	—	—	$88K	<0.1%