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Original filing (PDF)20251014103110NAL0001238579001
BLUEPRINTS
Form 5500
FILING_RECEIVED
BLUEPRINTS RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
521
Accounts w/ balance
443
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
76 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUEPRINTS.
Plan sponsor
Name
BLUEPRINTS
EIN
25-1153028
Address
150 W BEAU ST STE 304 · STE 304 · WASHINGTON, PA · 15301
Phone
(724) 225-9550
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GUTHRIE BELCZYK & ASSOCIATES PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARNEGIE CAPITAL ASSET MGT | 26-4766975 | — | NONE | $26K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $10K | — |
| METROPOLITIAN LIFE INSURANCE CO | 13-5581829 | — | NONE | $60 | — |
Investments
74 direct securities · 2 pooled funds· $15.8M(100% 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.
Uncategorized
$9.3M
74 holdings
Pooled Separate Account
$6.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.4M | 67.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.1M | 11.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $825K | 8.8% | |
| Vanguard Target Retirement 2025 | — | — | — | $604K | 6.4% | |
| Vanguard 500 Index | — | — | — | $561K | 6.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $552K | 5.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $540K | 5.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $484K | 5.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $397K | 4.2% | |
| Fixed Interest | — | — | — | $388K | 4.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $374K | 4.0% | |
| CREF Growth | — | — | — | $364K | 3.9% | |
| TIAA Traditional Non-Benefit Responsive | — | — | — | $333K | 3.5% | |
| CREF Stock | — | — | — | $314K | 3.3% | |
| Vanguard Growth Index | — | — | — | $238K | 2.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $203K | 2.2% | |
| American Funds Growth-Income Fund | — | — | — | $179K | 1.9% | |
| CREF Social Choice | — | — | — | $152K | 1.6% | |
| American Funds Growth Fund | — | — | — | $143K | 1.5% | |
| Loomis Sayles Small Cap Growth Portfolio | — | — | — | $136K | 1.4% | |
| TIAA Traditional Benefit Responsive | — | — | — | $130K | 1.4% | |
| Brighthouse Asset Allocation 80 | — | — | — | $110K | 1.2% | |
| Federated Hermes Total Return Bond R6 | — | — | — | $107K | 1.1% | |
| CREF Money Market | — | — | — | $101K | 1.1% | |
| AmerFDS New Perspective R6 | — | — | — | $98K | 1.0% | |
| Brighthouse Asset Allocation 60 | — | — | — | $87K | 0.9% | |
| Participant Loans | — | — | — | $86K | 0.9% | |
| Putnam Large Cap Growth R6 | — | — | — | $83K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $68K | 0.7% | |
| CREF Global Equities | — | — | — | $59K | 0.6% | |
| T. Rowe Price Mid-Cap Growth Portfolio | — | — | — | $54K | 0.6% | |
| DFA International Core Equity | — | — | — | $50K | 0.5% | |
| MetLife Stock Index Portfolio | — | — | — | $44K | 0.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $41K | 0.4% | |
| Harris Oakmark International | — | — | — | $39K | 0.4% | |
| CREF Equity Index | — | — | — | $36K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2030 T4 | — | — | — | $31K | 0.3% | |
| Vanguard REIT Index | — | — | — | $31K | 0.3% | |
| Brighthouse Asset Allocation 40 | — | — | — | $28K | 0.3% | |
| Vanguard Infl-Prot Sec Adm | — | — | — | $27K | 0.3% | |
| CREF Bond Market | — | — | — | $26K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2040 T4 | — | — | — | $24K | 0.3% | |
| Vanguard Target Retirement Inc Inv | — | — | — | $23K | 0.2% | |
| JPMorgan Mid-Cap Growth R6 | — | — | — | $23K | 0.2% | |
| Vanguard Small Cap Index | — | — | — | $22K | 0.2% | |
| Vanguard Extended Market Index | — | — | — | $22K | 0.2% | |
| CREF Inflation-Linked Bond | — | — | — | $21K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2050 T4 | — | — | — | $19K | 0.2% | |
| AmerFDS New World R7 | — | — | — | $13K | 0.1% | |
| American Funds Global Small Cap Fund | — | — | — | $10K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2035 T4 | — | — | — | $7K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2015 T4 | — | — | — | $7K | <0.1% | |
| Fixed Interest | — | — | — | $6K | <0.1% | |
| TIAA Access Nuveen Core Plus Bond T4 | — | — | — | $6K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2045 T4 | — | — | — | $4K | <0.1% | |
| Plan Loan Default Fund | — | — | — | $4K | <0.1% | |
| Nuveen Large Cap Growth Index | — | — | — | $3K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2055 T4 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $2K | <0.1% | |
| Baillie International Stock Portfolio | — | — | — | $2K | <0.1% | |
| Brighthouse Asset Allocation 20 | — | — | — | $1K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2025 T4 | — | — | — | $703 | <0.1% | |
| TIAA Access Nuveen Mid-Cap Value T4 | — | — | — | $427 | <0.1% | |
| TIAA Access Nuveen Large Cap Value T4 | — | — | — | $385 | <0.1% | |
| TIAA Access Nuveen Large Cap Responsible Equity T4 | — | — | — | $336 | <0.1% | |
| TIAA Access Nuveen Large Cap Growth T4 | — | — | — | $312 | <0.1% | |
| TIAA Access Nuveen Lifecycle 2060 T4 | — | — | — | $301 | <0.1% | |
| TIAA Access Nuveen Real Estate SECS T4 | — | — | — | $284 | <0.1% | |
| TIAA Access Nuveen Mid-Cap Growth T4 | — | — | — | $274 | <0.1% | |
| TIAA Access Nuveen Lifecycle Retirement Income | — | — | — | $252 | <0.1% | |
| TIAA Access Nuveen Core Equity T4 | — | — | — | $243 | <0.1% | |
| TIAA Access Nuveen Small Cap BL Index T4 | — | — | — | $239 | <0.1% | |
| TIAA Access Nuveen Equity Index T4 | — | — | — | $236 | <0.1% | |
| TIAA Access Nuveen International Equity T4 | — | — | — | $213 | <0.1% | |
| TIAA Access Nuveen Lifecycle 2020 T4 | — | — | — | $148 | <0.1% | |
| TIAA Access Nuveen Lifecycle 2010 T4 | — | — | — | $44 | <0.1% |