· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BLUMENTHAL HOLDINGS, LLC — BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703101041NAL0000887280001
BLUMENTHAL HOLDINGS, LLC
Form 5500-SF
FILING_RECEIVED
BLUMENTHAL HOLDINGS, LLC SAVINGS & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
61
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
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
BLUMENTHAL HOLDINGS, LLC
.
Find decision makers
Plan sponsor
Name
BLUMENTHAL HOLDINGS, LLC
EIN
27-2656532
Address
6541 FOLGER DRIVE · CHARLOTTE, NC · 28270
Phone
(704) 684-6100
Industry
Wholesale Trade
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
2025-07-03
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
OLEON AMERICAS, INC.
THE OLEON AMERICAS RETIREMENT PLAN
$6.8M · 31 participants
ENZYME DEVELOPMENT CORPORATION
401K PROFIT SHARING PLAN OF ENZYME DEVELOPMENT CORPORATION
$6.7M · 46 participants
VECKRIDGE CHEMICAL COMPANY, INC.
VECKRIDGE CHEMICAL COMPANY, INC. PROFIT SHARING PLAN
$6.7M · 35 participants
MARCO POLO INTERNATIONAL, LLC
MARCO POLO INTERNATIONAL, LLC 401(K) PLAN
$6.8M · 73 participants
THE JOHN D. WALSH COMPANY, INC.
THE JOHN D. WALSH COMPANY, INC. 401(K) PROFIT SHARING PLAN
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.
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.7M · 26 participants
U.S. CHEMICALS, LLC
U.S. CHEMICALS, LLC 401(K) PLAN
$6.7M · 12 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
