Christine Rimer signed Bloomtech's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bloomtech's EIN is 82-1747820.
Download the official 2022 Form 5500 (PDF) for Bloomtech from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Bloomtech's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Mutual Fund | Mutual Funds | — | — | $1.8M | 47.9% | |
| Vanguard Funds Developed Markets Index Mutual Fund | Mutual Funds | — | — | $645K | 17.6% | |
| Vanguard Group Bond Index Adminral Class Mutual Fund | Mutual Funds | — | — | $443K | 12.1% | |
| Vanguard Emerging Markets Stk Adm Mutual Fund | Mutual Funds | — | — | $315K | 8.6% | |
| Vanguard Group REIT Index Mutual Fund | Mutual Funds | — | — | $166K | 4.5% | |
| Vanguard Funds Total International Bond Index Mutual Fund | Mutual Funds | — | — | $140K | 3.8% | |
| Vanguard Information Technology Index Mutual Fund | Mutual Funds | — | — | $41K | 1.1% | |
| Vanguard Group Mid Cap Index Mutual Fund | Mutual Funds | — | — | $26K | 0.7% | |
| Vanguard Group Index 500 Admiral Mutual Fund | Mutual Funds | — | — | $22K | 0.6% | |
| Banc Master Deposit Acct A Floating Rate Interest-Bearing Cash | Cash / Money Market | — | — | $18K | 0.5% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $17K | 0.5% | |
| Vanguard Growth Index Adm Mutual Fund | Mutual Funds | — | — | $17K | 0.5% | |
| Vanguard Health Care Index Mutual Fund | Mutual Funds | — | — | $11K | 0.3% | |
| Vanguard Industrials Index Admiral Mutual Fund | Mutual Funds | — | — | $7K | 0.2% | |
| Vangaurd Group Total Inst Stock Index Mutual Fund | Common Stocks | — | — | $7K | 0.2% | |
| Participant Loans (maturing through September 2027) * Interest rates: 4.25 - 7.25% | Bonds / Notes | — | — | $6K | 0.2% | |
| DFA Funds Real Estate Mutual Fund | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Group Extended Market Index Mutual Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard Group EQ Inc Admiral Mutual Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Vangaurd Group Strategic Small Cap Equity Mutual Fund | Common Stocks | — | — | $4K | 0.1% | |
| Vanguard Funds Tax Managed Small Cap Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Short Term Corp BD Index Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Noninterest-Bearing Cash Noninterest-Bearing Cash | Cash / Money Market | — | — | $2K | <0.1% | |
| Vanguard Short Term Inflation Protected Securities Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
