Katie Schultz signed Bluum USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluum USA, Inc.'s EIN is 86-0716114.
Download the official 2024 Form 5500 (PDF) for Bluum USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluum USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | NONE | $85 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $22.9M | 94.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 6.3% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.0M | 4.2% | |
| COLUMBIA TRUST DIVIDEND INCOME INST COLUMBIA FUNDS SERVICES, INC. · EIN 41-0007957 / PN 000 | Common Collective Trust | — | — | $217K | 0.9% | |
| COHEN & STEERS U S REALTY FUND CLAS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $168K | 0.7% | |
| PGIM TOTAL RETURN BOND FUND CIT CLA GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $61K | 0.3% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $54K | 0.2% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $29K | 0.1% |
| CREATIVE PLANNING LLC |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $68K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER INC | — | SEATTLE, WA | CONTRACT ADMIN | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON ADVISORS, LLC | — | MINNEAPOLIS, MN | AUDITOR | $18K | — |
