Plan Ledger DOL Form 5500 · updated monthly

Bamboo Rose, LLC401(k)

BAMBOO ROSE, LLC 401(K) PLAN · GLOUCESTER, MA · plan year 2024

Employer contribution per participant · 2024
$4,035

Bamboo Rose, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $15,935,186 across 144 participant accounts, with employer contributions averaging $4,035 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Massachusetts (1,513th of 2,726), and 1,169th of 2,199 in information & media. In 2024, employees put in $3.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,935,186
Participants with balances144
Active participants86
Employer contributions$347,040
Employee contributions$1,362,794
Employer contribution per active participant$4,035
Average account balance$110,661
Benefits paid to participants$1,988,062
Plan auditUnmodified (clean) audit opinion
AuditorGRAY GRAY AND GRAY LLP
The Bamboo Rose, LLC 401(k) match · 2024
Employer contribution per active participant$4,035
Median for plans this size$2,416

Bamboo Rose, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

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Source: U.S. Department of Labor, Form 5500 series, EIN 813065654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.