How big is Bluechip Wealth Advisors' plan?

Bluechip Wealth Advisors' plan reported $276K in assets and 6 participants for 2024.

Original filing (PDF)20250625112117NAL0019257858001

Bluechip Wealth Advisors

Name: Bluechip Wealth Advisors — Form 5500 (2024)
Creator: Bluechip Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Bluechip Wealth Advisors held $276K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

People on this filing

Jessica Vickery signed Bluechip Wealth Advisors' 2024 Form 5500 as plan administrator.

Jessica Vickery — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bluechip Wealth Advisors' EIN is 20-8906137.

EIN 20-8906137

Plan number 001

Plan year 2024

ACK ID 20250625112117NAL0019257858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bluechip Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bluechip Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH ADVISORS.

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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