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Original filing (PDF)20251013131041NAL0000635315001
BAMBOO ROSE, LLC
Form 5500
FILING_RECEIVED
BAMBOO ROSE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
144
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAMBOO ROSE, LLC.
Plan sponsor
Name
BAMBOO ROSE, LLC
EIN
81-3065654
Address
17 ROGERS STREET · GLOUCESTER, MA · 01930
Phone
(978) 281-3723
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
2025-10-13
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
GRAY GRAY AND GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$120 | — |
Investments
36 direct securities· $15.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Funds | — | — | — | $2.4M | 14.9% | |
| FID CONTRAFUND Mutual Funds | — | — | — | $1.7M | 10.6% | |
| FID GOVT MMRK PRM Money Market | — | — | — | $1.1M | 6.9% | |
| FID TOTAL MKT IDX Mutual Funds | — | — | — | $931K | 5.8% | |
| JPM US VALUE R6 Mutual Funds | — | — | — | $886K | 5.6% | |
| FIRST EAGLE GLOBAL A Mutual Funds | — | — | — | $765K | 4.8% | |
| TRP RETIREMENT 2055 Mutual Funds | — | — | — | $698K | 4.4% | |
| FID SEL HEALTHCARE Mutual Funds | — | — | — | $602K | 3.8% | |
| MFS MID CAP VALUE R3 Mutual Funds | — | — | — | $552K | 3.5% | |
| FID BALANCED Mutual Funds | — | — | — | $497K | 3.1% | |
| TRP RETIREMENT 2040 Mutual Funds | — | — | — | $464K | 2.9% | |
| TRP RETIREMENT 2045 Mutual Funds | — | — | — | $420K | 2.6% | |
| TRP RETIREMENT 2035 Mutual Funds | — | — | — | $410K | 2.6% | |
| BAIRD CORE PLUS INV Mutual Funds | — | — | — | $407K | 2.6% | |
| FID GLB EX US IDX Mutual Funds | — | — | — | $396K | 2.5% | |
| FID EXTD MKT IDX Mutual Funds | — | — | — | $369K | 2.3% | |
| TRP RETIREMENT 2005 Mutual Funds | — | — | — | $360K | 2.3% | |
| FID CAPITAL & INCOME Mutual Funds | — | — | — | $321K | 2.0% | |
| BLKRK ADV GLOBAL IS Mutual Funds | — | — | — | $310K | 1.9% | |
| FID LARGE CAP STOCK Mutual Funds | — | — | — | $260K | 1.6% | |
| TRP RETIREMENT 2025 Mutual Funds | — | — | — | $248K | 1.6% | |
| FID GNMA Mutual Funds | — | — | — | $226K | 1.4% | |
| TRP RETIREMENT 2050 Mutual Funds | — | — | — | $211K | 1.3% | |
| AS SM CO GROWTH ADM Mutual Funds | — | — | — | $205K | 1.3% | |
| GS SM/MD CAP GRTH IS Mutual Funds | — | — | — | $197K | 1.2% | |
| FID LOW PRICED STK Mutual Funds | — | — | — | $166K | 1.0% | |
| MGL SM CAP VAL INST Mutual Funds | — | — | — | $157K | 1.0% | |
| I O INTL GROWTH A Mutual Funds | — | — | — | $139K | 0.9% | |
| MFS INTL INTR VAL R4 Mutual Funds | — | — | — | $131K | 0.8% | |
| ARTISAN INTL Mutual Funds | — | — | — | $88K | 0.6% | |
| PIMCO REAL RTN BD AD Mutual Funds | — | — | — | $86K | 0.5% | |
| maturing through 2038 $ - | — | — | — | $83K | 0.5% | |
| FID US SUSTN IDX Mutual Funds | — | — | — | $76K | 0.5% | |
| TRP RETIREMENT 2030 Mutual Funds | — | — | — | $54K | 0.3% | |
| GLENMEDE SMCP EQ ADV Mutual Funds | — | — | — | $50K | 0.3% | |
| TRP RETIREMENT 2060 Mutual Funds | — | — | — | $13K | <0.1% |
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