Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $5.0M assets / 52 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE BLOOM PARHAM, LLP 401(K) PLAN | 401(k) | $3.2M | 23 | 2025 |
| #002 | THE BLOOM PARHAM, LLP CASH BALANCE PLAN | Cash balance | $1.2M | 10 | 2025 |
| #003 | THE BLOOM PARHAM, LLP PROFIT SHARING PLAN | Profit-sharing | $572K | 19 | 2025 |