How big is BLUM Real Estate's plan?

BLUM Real Estate's plan reported $955K in assets and 3 participants for 2024.

Original filing (PDF)20250703155554NAL0000458787001

BLUM Real Estate

Name: BLUM Real Estate — BLUM Real Estate 401(k) Plan, Form 5500 (2024)
Creator: BLUM Real Estate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BLUM Real Estate 401(k) Plan

401(k) retirement plan · BLUM Real Estate's BLUM Real Estate 401(k) Plan held $955K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

Plan identifiers

BLUM Real Estate's EIN is 27-3601549.

EIN 27-3601549

Plan number 001

Plan year 2024

ACK ID 20250703155554NAL0000458787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BLUM Real Estate from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BLUM Real Estate's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 BLUM REAL ESTATE.

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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