Plan Ledger DOL Form 5500 · updated monthly

Bloomreach, Inc.401(k)

BLOOMREACH, INC. 401(K) PLAN & TRUST · MOUNTAIN VIEW, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Bloomreach, Inc. reported $84,243 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $984 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.51% to 0.39%. 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 the 3,214th-largest of 9,483 plans among California employers on file, and the 925th of 2,199 in information & media. In 2024, employees put in $14.21 for every $1.00 the employer contributed; active participation has shrunk from 273 to 243 since 2022.

Plan summary
Net assets, end of year$23,828,999
Participants with balances362
Active participants243
Employer contributions$239,227
Employee contributions$3,398,723
Employer contribution per active participant$984
Average account balance$65,826
Benefits paid to participants$2,542,280
Plan auditUnmodified (clean) audit opinion
AuditorABBOTT, STRINGHAM AND LYNCH
Plan history3
Yearassets · accounts · employer contribution
2024$23.8M · 362 accts · $239K emplr
2023$19.3M · 370 accts · $247K emplr
2022$13.5M · 393 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,119
Investment management$37,124
Total administrative$84,243
The Bloomreach, Inc. 401(k) match · 2024
Employer contribution per active participant$984
Median for plans this size$2,416
2024$984 per active participant
2023$1,011 per active participant
2022$955 per active participant

Bloomreach, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWFRONT RETIREMENT SERVICES, INC. · Investment advisory (plan)$37,124

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

Administrative cost history3
2024$84,243 · 0.39%
2023$75,224 · 0.46%
2022$69,027 · 0.51%
Same employer
Similar plansInformation & Media · California
Soundhound Inc CA$24.1M · 0.07%
Qualia Labs, Inc. CA$24.1M · 0.15%
Ivalua, Inc. CA$23.9M · 0.09%
Arcserve (USA), LLC CA$23.9M · 0.50%
Quicken Inc CA$23.0M · 0.01%
Nw Entertainment, Inc. CA$22.9M · 0.31%
Bobit Business Media Inc. CA$22.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264237993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.