How big is Blue Tree Casework LLC's plan?

Blue Tree Casework LLC's plan reported $886K in assets and 31 participants for 2024.

Original filing (PDF)20250707153913NAL0003956161001

Blue Tree Casework LLC

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

Form 5500-SF

FILING_RECEIVED

Blue Tree Casework LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Blue Tree Casework LLC's Blue Tree Casework LLC 401(k) Profit Sharing Plan & Trust held $886K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

People on this filing

Edward Rojas signed Blue Tree Casework LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Tree Casework LLC's EIN is 27-3137223.

EIN 27-3137223

Plan number 001

Plan year 2024

ACK ID 20250707153913NAL0003956161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Tree Casework LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 TREE CASEWORK LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

BLUE TREE CASEWORK LLC

EIN

all filings

Address

2201 MESSANIE ST · SAINT JOSEPH, MO · 645013124

Phone

(816) 232-3060

Industry

Arts, Entertainment, Recreation

Plan administrator