Original filing (PDF)20250625112117NAL0019257858001

BLUECHIP WEALTH ADVISORS

Name: BLUECHIP WEALTH ADVISORS — Form 5500 (2024)
Creator: BLUECHIP WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BLUECHIP WEALTH ADVISORS

EIN

20-8906137

Address

12655 BIRMINGHAM HWY · STE 201 · MILTON, GA · 30004

Phone

(770) 771-5812

Industry

Finance & Insurancesee 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

2025-06-25

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WEALTH REALM LLC

WEALTH REALM LLC 401(K) PROFIT SHARING PLAN & TRUST

$276K · 3 participants

HSI PRIVATE WEALTH MANAGEMENT GROUP

HSI PRIVATE WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN

$276K · 4 participants

DESTINY FINANCIAL GROUP, INC.

DESTINY FINANCIAL GROUP 401(K) PLAN

$276K · 2 participants

BOWLING INVESTMENT, INC.

BOWLING INVESTMENT, INC. 401(K) PLAN

$276K · 2 participants

ATTESSA CAPITAL LLC

ATTESSA CAPITAL 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.