Bloem 401(k) Retirement Savings Plan
Sponsored by Bloem Llc · EIN 454690080 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 127
- With balances
- 183
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $28,158 |
| Empower Advisory Group, Llc | Investment management | $705 |
| Raymond James Financial Services | Other commissions | $0 |
| Watkins Ross & Co. | Contract administrator | $0 |