Bloomberg Industry Group, Inc. 401(k) Plan
Sponsored by Bloomberg Industry Group, Inc. · EIN 530040540 · Plan #002
- Total assets
- $447M
- Net assets
- $447M
- Active participants
- 1,267
- With balances
- 2,253
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 100% | 2024 |
| 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 Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $68,390 |
| Rocaton Investment Advisors Llc | Investment advisory (plan) | $39,270 |
| Aprio Llp | Accounting | $20,173 |
| Goldman Sachs Asset Management Lp | Investment advisory (plan) | $12,936 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $11,898 |