How big is Blueleaf's plan?

Blueleaf's plan reported $666K in assets and 8 participants for 2024.

Original filing (PDF)20250723144242NAL0010745106001

Blueleaf

Name: Blueleaf — Blueleaf Retirement Trust, Form 5500 (2024)
Creator: Blueleaf
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blueleaf Retirement Trust

401(k) retirement plan · Blueleaf's Blueleaf Retirement Trust held $666K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$666K

Net assets (EOY)

$666K

People on this filing

Scott Williams signed Blueleaf's 2024 Form 5500 as plan administrator.

Scott Williams — 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

Blueleaf's EIN is 26-4471505.

EIN 26-4471505

Plan number 001

Plan year 2024

ACK ID 20250723144242NAL0010745106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blueleaf's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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

Plan sponsor

Name

BLUELEAF

EIN

all filings

Address

745 ATLANTIC AVE · 8TH FLOOR · BOSTON, MA · 02111

Phone

(877) 882-5287

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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