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Original filing (PDF)20251010095509NAL0007469169001
BLUE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
BLUE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
176
Accounts w/ balance
212
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE TECHNOLOGIES, INC..
Plan sponsor
Name
BLUE TECHNOLOGIES, INC.
EIN
34-1804827
Address
5885 GRANT AVENUE · CLEVELAND, OH · 44105
Phone
(216) 271-4800
Industry
Retail Tradesee 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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $27K | — |
Investments
30 direct securities · 1 pooled fund· $16.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.1M
30 holdings
Common Collective Trust
$219K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Growth Advantage R6 Mutual Fund N/A | — | — | — | $3.1M | 19.1% | |
| Putnam Equity Income Y Mutual Fund N/A | — | — | — | $1.9M | 11.9% | |
| Vanguard Growth & Income Mutual Fund N/A | — | — | — | $1.1M | 6.5% | |
| American Funds International GR & Inc R6 Mutual Fund N/A | — | — | — | $1.0M | 6.2% | |
| American Funds New Perspective R6 Mutual Fund N/A | — | — | — | $990K | 6.1% | |
| MFS Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $836K | 5.1% | |
| Manning & Napier Pro-Blend Max Term I Mutual Fund N/A | — | — | — | $607K | 3.7% | |
| American Funds 2030 Mutual Fund N/A | — | — | — | $557K | 3.4% | |
| Invesco Discovery R6 Mutual Fund N/A | — | — | — | $483K | 3.0% | |
| First Eagle Global I Mutual Fund N/A | — | — | — | $441K | 2.7% | |
| Loomis Sayles Investment Grade Bond N Mutual Fund N/A | — | — | — | $371K | 2.3% | |
| Fidelity Low Priced Stock K6 Mutual Fund N/A | — | — | — | $365K | 2.2% | |
| Franklin Small Cap Value R6 Mutual Fund N/A | — | — | — | $364K | 2.2% | |
| American Funds 2050 Mutual Fund N/A | — | — | — | $352K | 2.2% | |
| American Funds 2055 Mutual Fund N/A | — | — | — | $333K | 2.0% | |
| JPMorgan Small Cap Equity R6 Mutual Fund N/A | — | — | — | $317K | 1.9% | |
| Fidelity Advisor Total Bond Z Mutual Fund N/A | — | — | — | $307K | 1.9% | |
| American Funds 2045 Mutual Fund N/A | — | — | — | $305K | 1.9% | |
| Participant loans (interest at 4.25% to 9.50%) N/A | — | — | — | $288K | 1.8% | |
| JPMorgan Government Bond R6 Mutual Fund N/A | — | — | — | $264K | 1.6% | |
| IShares Russell 2000 Small-Cap Index K Mutual Fund N/A 93 Baird Aggregate Bond Inst Mutual Fund N/A | — | — | — | $253K | 1.6% | |
| American Funds 2025 Mutual Fund N/A | — | — | — | $238K | 1.5% | |
| American Funds 2040 Mutual Fund N/A | — | — | — | $236K | 1.5% | |
| American Funds American Balanced R6 Mutual Fund N/A | — | — | — | $222K | 1.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $219K | 1.3% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $215K | 1.3% | |
| American Funds 2060 Mutual Fund N/A | — | — | — | $185K | 1.1% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $174K | 1.1% | |
| American Funds 2035 Mutual Fund N/A | — | — | — | $143K | 0.9% | |
| American Funds 2020 Mutual Fund N/A | — | — | — | $117K | 0.7% | |
| Cohen & Steers Real Estate Securities Mutual Fund N/A | — | — | — | $6K | <0.1% |
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