Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLOOM & BLOOM LIMITED LIABILITY PARTNERSHIP
EIN 22-3320146Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$530K assets
Welfare
0
Participants
8
356 MILLBURN AVENUE, SUITE 2 - MILLBURN, NJ 07041973-912-0300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $530K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BLOOM & BLOOM LLP DEFINED BENEFIT PLAN
CashBalance
Assets$434K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BLOOM & BLOOM LLP PROFIT SHARING PLAN
401k
Assets$96K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLOOM & BLOOM LLP DEFINED BENEFIT PLAN | CashBalance | $434K | 4 | 2024 | |
| 001 | BLOOM & BLOOM LLP PROFIT SHARING PLAN | 401k | $96K | 4 | 2024 |
Retirement plans