· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BLUE STONE STRATEGY GROUP, LLC — BLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015152845NAL0004991233001
BLUE STONE STRATEGY GROUP, LLC
Form 5500-SF
FILING_RECEIVED
BLUE STONE STRATEGY GROUP, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BLUE STONE STRATEGY GROUP, LLC
.
Find decision makers
Plan sponsor
Name
BLUE STONE STRATEGY GROUP, LLC
EIN
26-1600911
Address
10343 FEDERAL BLVD., UNIT J, #405 · WESTMINSTER, CO · 80260
Phone
(949) 476-8828
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
KYTHERA SOFTWARE INC.
KYTHERA SPACE SOLUTIONS 401(K) PLAN
$3.0M · 21 participants
AMERICAN INDUSTRIAL MANAGEMENT AND SALES, N.E., INC.
AIMS, N.E., INC. 401(K) PLAN
$3.0M · 3 participants
TEACHERS HEALTH TRUST
TEACHERS HEALTH TRUST 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 18 participants
ICONVERGENCE, LLC
ICONVERGENCE, INC. PROFIT SHARING 401K PLAN
$3.0M · 37 participants
MOISHE HOUSE
MOISHE HOUSE 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.0M · 71 participants
PROTOKOL, LLC
PROTOKOL, LLC 401(K) PLAN
$3.0M · 7 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
