How big is Blue Water Mortgage, LLC's plan?

Blue Water Mortgage, LLC's plan reported $10.2M in assets and 64 participants for 2024.

Original filing (PDF)20250701061416NAL0028885458001

Blue Water Mortgage, LLC

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

Form 5500-SF

FILING_RECEIVED

Blue Water Mortgage, LLC 401(k) Plan

401(k) retirement plan · Blue Water Mortgage, LLC's Blue Water Mortgage, LLC 401(k) Plan held $10.2M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Nick Rice signed Blue Water Mortgage, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Blue Water Mortgage, LLC's EIN is 27-0003125.

EIN 27-0003125

Plan number 001

Plan year 2024

ACK ID 20250701061416NAL0028885458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Water Mortgage, LLC'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 BLUE WATER MORTGAGE, LLC.

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Plan health score

Above-average plan

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

Knocking points off