What public Form 5500 filings show about the Bluestem Wealth Partners 401(k) plan — and how to find and check your own account.
Bluestem Wealth Partners (EIN 92-2007180) reports BLUESTEM WEALTH PARTNERS SAFE HARBOR 401K PLAN on its most recent Form 5500, with $2.8M in plan assets across 33 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 Bluestem Wealth Partners filing — schedules, fees, and providers.
Bluestem Wealth Partners’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Bluestem Wealth PartnersHR for the recordkeeper’s name and login.
