How big is Bluechip Financial Advisors, LLP's plan?

Bluechip Financial Advisors, LLP's plan reported $954K in assets and 3 participants for 2025.

Original filing (PDF)20260210063618NAL0002684147001

Bluechip Financial Advisors, LLP

Name: Bluechip Financial Advisors, LLP — Bluechip Financia, Form 5500 (2025)
Creator: Bluechip Financial Advisors, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluechip Financial Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Bluechip Financial Advisors, LLP's Bluechip Financial Advisors 401(k) Profit Sharing Plan held $954K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

Plan identifiers

Bluechip Financial Advisors, LLP's EIN is 05-0500576.

EIN 05-0500576

Plan number 001

Plan year 2025

ACK ID 20260210063618NAL0002684147001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bluechip Financial Advisors, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bluechip Financial Advisors, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUECHIP FINANCIAL ADVISORS, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score