Blue ZONE Wealth Advisors, LLC (EIN 84-2785431) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $767K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Blue ZONE Wealth Advisors 401(k) Profit Sharing Plan | 001 | 6 | $767K |
84-2785431 is the Employer Identification Number (EIN) Blue ZONE Wealth Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
