Fullbloom Retirement Savings Plan — Form 5500 plan (Fullbloom)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fullbloom Retirement Savings Plan is a benefit plan reported by Fullbloom under EIN 73-1685121 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,426 participants and $68,259,359 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fullbloom
EIN
73-1685121
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
6,426
End-of-year plan assets
$68,259,359

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,426H, C20241014111018NAL0027116001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,259,359
Total liabilities (EOY)
$0
Net assets (EOY)
$68,259,359
Net assets (BOY)
$51,104,380

Income & contributions

Employer contributions
$2,165,198
Participant contributions
$13,139,353
Total contributions
$17,385,784
Total income / additions
$26,783,542

Expenses & distributions

Benefits paid
$9,016,399
Administrative expenses
$364,895
Total expenses
$9,628,563
Net increase / (decrease)
$17,154,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$260,587$02023
Faircourt Partners LLCADVISOR\INVESTMENT ADV$61,058not reported in the loaded dataset2023
Mma Securities LLCINVESTMENT ADVISOR$41,000not reported in the loaded dataset2023

Related Form 5500 pages