How big is Blooma, Inc.'s plan?

Blooma, Inc.'s plan reported $656K in assets and 16 participants for 2024.

Original filing (PDF)20250919120642NAL0002678976001

Blooma, Inc.

Name: Blooma, Inc. — Blooma, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Blooma, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blooma, Inc. 401(k) Plan

401(k) retirement plan · Blooma, Inc.'s Blooma, Inc. 401(k) Plan held $656K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

People on this filing

Maryann Berron signed Blooma, Inc.'s 2024 Form 5500 as plan administrator.

Maryann Berron — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Blooma, Inc.'s EIN is 83-3966133.

EIN 83-3966133

Plan number 001

Plan year 2024

ACK ID 20250919120642NAL0002678976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blooma, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blooma, Inc.'s plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BLOOMA, INC.

EIN

all filings

Address

850 S COAST HIGHWAY 101 · SUITE 105 · ENCINITAS, CA · 92024

Phone

(858) 432-3550

Industry

All Other Professional Services· Professional & Technical Services

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

2025-09-19

Pension benefit codes

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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