How big is Blue Stone Strategy Group, LLC's plan?

Blue Stone Strategy Group, LLC's plan reported $3.0M in assets and 9 participants for 2024.

Original filing (PDF)20251015152845NAL0004991233001

Blue Stone Strategy Group, LLC

Name: Blue Stone Strategy Group, LLC — Blue Stone Strategy, Form 5500 (2024)
Creator: Blue Stone Strategy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Stone Strategy Group, LLC Cash Balance Plan

Defined-benefit pension plan · Blue Stone Strategy Group, LLC's Blue Stone Strategy Group, LLC Cash Balance Plan held $3.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Blue Stone Strategy Group, LLC's EIN is 26-1600911.

EIN 26-1600911

Plan number 001

Plan year 2024

ACK ID 20251015152845NAL0004991233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Stone Strategy Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Stone Strategy Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE STONE STRATEGY GROUP, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score