Original filing (PDF)20251016122200NAL0008449024001

BLUE HERON OF CLEMSON, LLC

Name: BLUE HERON OF CLEMSON, LLC — BLUE HERON OF CLEMSON 401(K) PLAN, Form 5500 (2024)
Creator: BLUE HERON OF CLEMSON, LLC

Form 5500-SF

FILING_RECEIVED

BLUE HERON OF CLEMSON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE HERON OF CLEMSON, LLC.

Plan sponsor

Name

BLUE HERON OF CLEMSON, LLC

EIN

37-1432070

Address

134 EXCHANGE ST. · PENDLETON, SC · 29670

Phone

(864) 653-3354

Industry

Accommodation & Food Servicessee 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

2025-10-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

OLD IRVING BREWING

OLD IRVING BREWING 401K AND PROFIT SHARING PLAN

$61K · 129 participants

LLAMA SPIRAL 66TH FLOOR LLC

LLAMA SPIRAL 66TH FLOOR LLC 401K PLAN

$61K · 25 participants

TOLEDO EATS

TOLEDO EATS WELFARE PLAN

$61K · 14 participants

THE JET LEGACY LLP

THE JET LEGACY LLP 401K PLAN

$61K · 8 participants

50 COINS PIZZA LLC

850 DEGREES 401(K) PLAN

$61K · 41 participants