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Original filing (PDF)20240119140404NAL0003130979001
BLUEMODUS, INC. HTTPS//RGF.FISGLOBAL.COM/5500CLIEN
Form 5500
FILING_RECEIVED
BLUEMODUS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.1 mo~78 bps in Sched C fees
Active participants
117
Accounts w/ balance
136
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.1 months past the 10.5-month grace window.
- 78 bps in Schedule C fees — modestly above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUEMODUS, INC. HTTPS//RGF.FISGLOBAL.COM/5500CLIEN.
Plan sponsor
Name
BLUEMODUS, INC. HTTPS//RGF.FISGLOBAL.COM/5500CLIEN
EIN
20-1660448
Address
P O BOX 1300L · ARVADA, CO · 80001
Phone
(303) 951-0306
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-01-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RIVERO GORDIMER & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Investments
1 pooled fund· $129K(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $129K | 2.5% |
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