How big is Bluewater Financial, Inc.'s plan?

Bluewater Financial, Inc.'s plan reported $2.6M in assets and 3 participants for 2025.

Original filing (PDF)20260218171055NAL0009476722001

Bluewater Financial, Inc.

Name: Bluewater Financial, Inc. — Bluewater Financial Inc., Form 5500 (2025)
Creator: Bluewater Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluewater Financial Inc. 401(k) Plan

401(k) retirement plan · Bluewater Financial, Inc.'s Bluewater Financial Inc. 401(k) Plan held $2.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Bluewater Financial, Inc.'s EIN is 27-3547729.

EIN 27-3547729

Plan number 001

Plan year 2025

ACK ID 20260218171055NAL0009476722001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bluewater Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bluewater Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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