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BLOOM ADVISORS

EIN 20-0566114-investment management-Latest filing 2025
Plans
1
Retirement
1
$8.9M assets
Welfare
0
Participants
22
31275 NORTHWESTERN HWY STE 145 - FARMINGTN HLS, MI 483342531248-932-5200bloomadvisors.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$8.9M - 22 part

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Retirement#001

BLOOM ADVISORS EMPLOYEE 401(K) PLAN

401k

Assets$8.9M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLOOM ADVISORS EMPLOYEE 401(K) PLAN401k$8.9M222025
Retirement plans
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