Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BLOOM ORGANIZATION II INC
EIN 47-2570360financial servicesLatest filing 2025
Plans
2
Retirement
2
$17.3M assets
Welfare
0
Participants
43
1010 S FEDERAL HWY STE 2804 - HALLANDALE BEACH, FL 330097184305-974-0700bloomllc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.3M assets / 43 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#001
THE BLOOM ORGANIZATION II, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$16.7M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE BLOOM ORGANIZATION II INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$614K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BLOOM ORGANIZATION II, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $16.7M | 28 | 2024 | |
| 002 | THE BLOOM ORGANIZATION II INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $614K | 15 | 2025 |
Retirement plans