Original filing (PDF)20250507202836NAL0017848560001

BILL BLUHM ENTERPRISES, INC.

Name: BILL BLUHM ENTERPRISES, INC. — BILL BLUHM ENTERPRISES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: BILL BLUHM ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

BILL BLUHM ENTERPRISES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILL BLUHM ENTERPRISES, INC..

Plan sponsor

Name

BILL BLUHM ENTERPRISES, INC.

EIN

20-3230900

Address

792 LIGHTHOUSE AVENUE · PACIFIC GROVE, CA · 93950

Phone

(831) 372-6400

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CHERYL L. HUBER REAL ESTATE

CHERYL L. HUBER REAL ESTATE DEFINED BENEFIT PLAN

$3.5M · 2 participants

SMYLE CONSULTING GROUP, INC.

SMYLE CONSULTING GROUP, INC. CASH BALANCE PLAN

$3.5M · 3 participants

SACRAMENTO ASSOCIATION OF REALTORS

SACRAMENTO ASSOCIATION OF REALTORS 401(K) PROFIT SHARING PLAN

$3.5M · 21 participants

STARK REAL ESTATE OPERATIONS, LLC

STARK REAL ESTATE OPERATIONS 401(K) PLAN

$3.5M · 18 participants

SDGLOBAL-RE, LLC

SD GLOBAL-RE, LLC DEFINED BENEFIT PLAN