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Original filing (PDF)20251007220059NAL0005006337005
BLUE SAGE SOLUTIONS LLC
Form 5500
FILING_RECEIVED
BLUE SAGE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
107
Accounts w/ balance
123
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Adm Mutual Fund" is 36% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE SAGE SOLUTIONS LLC.
Plan sponsor
Name
BLUE SAGE SOLUTIONS LLC
EIN
27-2416074
Address
270 SYLVAN AVE · STE 1150 · ENGLEWD CLFS, NJ · 07632
Phone
(201) 875-5685
Industry
Professional & Technical Servicessee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
Investments
25 direct securities· $9.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Adm Mutual Fund | — | — | — | $3.4M | 36.2% | |
| Vanguard Group Bond Index Adm Mutual Fund | — | — | — | $1.3M | 14.2% | |
| Vanguard Funds Developed Markets Index Adm Mutual Fund | — | — | — | $1.2M | 12.8% | |
| Vanguard Emerging Markets Stk Adm Mutual Fund | — | — | — | $607K | 6.5% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $475K | 5.1% | |
| Vanguard Group Reserve Fed MM Fund Mutual Fund | — | — | — | $473K | 5.1% | |
| Vanguard Group Growth Index Adm Mutual Fund | — | — | — | $369K | 3.9% | |
| Participants Participant Loans Rates from 7.25% to 9.50% - | — | — | — | $364K | 3.9% | |
| Vanguard Specialized Div REIT Index Fund Adm Mutual Fund | — | — | — | $325K | 3.5% | |
| Vanguard Group Small Cap Growth Index Adm Mutual Fund | — | — | — | $211K | 2.3% | |
| Vanguard Information Technology Index Adm Mutual Fund | — | — | — | $168K | 1.8% | |
| Vanguard Group Index 500 Adm Mutual Fund | — | — | — | $142K | 1.5% | |
| Vanguard Group Short Term Bond Index Adm Mutual Fund 962 Vanguard Short Term Infl Prot Sec Index Adm Mutual Fund | — | — | — | $84K | 0.9% | |
| Vanguard Group FTSE Social Index Adm Mutual Fund | — | — | — | $60K | 0.6% | |
| Vanguard Group Small Cap Index Adm Mutual Fund | — | — | — | $33K | 0.3% | |
| Vanguard Group Value Index Adm Mutual Fund | — | — | — | $31K | 0.3% | |
| Vanguard Telecom Services Index Adm Mutual Fund | — | — | — | $30K | 0.3% | |
| Vanguard Group Mid Cap Index Adm Mutual Fund | — | — | — | $26K | 0.3% | |
| Vanguard Group Total Intl Stock Index Adm Mutual Fund | — | — | — | $21K | 0.2% | |
| Vanguard Group Small Cap Value Index Adm Mutual Fund | — | — | — | $9K | 0.1% | |
| Similar Party Par, or Maturity Value Cost** Value Cash and Cash Equivalents Cash | — | — | — | $8K | <0.1% | |
| Vanguard Specialized Div Apprec Index Adm Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Health Care Index Adm Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Materials Index Adm Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Financials Index Adm Mutual Fund | — | — | — | $2K | <0.1% |
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