BLUE TRUST INC. 401(k) Plan
What public Form 5500 filings show about the BLUE TRUST INC. 401(k) plan — and how to find and check your own account.
The BLUE TRUST INC. 401(k) on its latest Form 5500
BLUE TRUST INC. (EIN 85-3932468) reports BLUE TRUST INC. RETIREMENT PLAN on its most recent Form 5500, with $36.3M in plan assets across 465 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BLUE TRUST INC. filing — schedules, fees, and providers.
Who runs the BLUE TRUST INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BLUE TRUST INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, RPA FINANCIAL.
How to check your BLUE TRUST INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask BLUE TRUST INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).