How big is Bluewater Technologies Group, Inc.'s plan?

Bluewater Technologies Group, Inc.'s plan reported $14.9M in assets and 178 participants for 2024.

Original filing (PDF)20251006105447NAL0003298001001

Bluewater Technologies Group, Inc.

Name: Bluewater Technologies Group, Inc. — Bluewater, Form 5500 (2024)
Creator: Bluewater Technologies Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bluewater Technologies Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bluewater Technologies Group, Inc.'s Bluewater Technologies Group, Inc. 401(k) Profit Sharing Plan held $14.9M in plan assets for 178 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Active participants

178

Accounts w/ balance

207

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

TINA Truskowski signed Bluewater Technologies Group, Inc.'s 2024 Form 5500 as plan administrator.

TINA Truskowski — 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

Bluewater Technologies Group, Inc.'s EIN is 38-2588749.

EIN 38-2588749

Plan number 001

Plan year 2024

ACK ID 20251006105447NAL0003298001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bluewater Technologies Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bluewater Technologies Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

BLUEWATER TECHNOLOGIES GROUP, INC.

EIN

all filings

Address

30303 BECK ROAD · WIXOM, MI · 48393

Phone

(248) 356-4399

Industry

Real Estate

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

2025-10-06

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)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$7K	—

Investments

40 direct securities · 1 pooled fund· $15.2M(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.

Other securities

$6.9M

23 holdings

Mutual Funds

$4.0M

11 holdings

Common Collective Trusts

$2.7M

3 holdings

Common Stocks

$1.3M

3 holdings

Common Collective Trust

$291K

1 holding

					% of plan
ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS	Common Collective Trusts	—	$1.7M	$2.5M	16.5%
MFS INTERNAT DIVERSIFCTIN A GM MUTUAL FUNDS	Mutual Funds	—	$908K	$949K	6.4%
MFS INTRNTL INTRINSIC VL FD A MUTUAL FUNDS	Mutual Funds	—	$989K	$879K	5.9%
COLUMBIA DIVIDEND INCOME GM MUTUAL FUNDS	Other securities	—	$761K	$860K	5.8%
AB LARGE CAP GROWTH FD A GM MUTUAL FUNDS	Other securities	—	$503K	$769K	5.2%
MFS INTERNAT DIVERSIFICATION A MUTUAL FUNDS	Mutual Funds	—	$699K	$718K	4.8%
COLUMBIAN CONTRARIAN CORE CL A MUTUAL FUNDS	Common Stocks	—	$607K	$626K	4.2%
COLUMBIA MIDCAP INDEX FD CL A MUTUAL FUNDS	Common Stocks	—	$606K	$600K	4.0%
PIMCO INCOME FUND CL A MUTUAL FUNDS	Mutual Funds	—	$591K	$555K	3.7%
LOOMIS SAYLES INVT GRADE A MUTUAL FUNDS	Other securities	—	$441K	$435K	2.9%
AMERICAN U.S. GOV SEC R4 GM MUTUAL FUNDS	Other securities	—	$444K	$429K	2.9%
LOOMIS SAYLES INVT GRADE A GM MUTUAL FUNDS	Other securities	—	$421K	$422K	2.8%
EATON VANCE ATLANTA CPTL SMD MUTUAL FUNDS	Other securities	—	$394K	$415K	2.8%
VICTORY SYCAMORE EST VAL FD GM MUTUAL FUNDS	Other securities	—	$367K	$408K	2.7%
COLUMBIA SMALL CAP INDEX FD A MUTUAL FUNDS	Other securities	—	$413K	$380K	2.5%
AB LARGE CAP GROWTH FUND A MUTUAL FUNDS	Other securities	—	$356K	$358K	2.4%
AMERICAN U.S. GOV SEC R4 MUTUAL FUNDS	Other securities	—	$355K	$348K	2.3%
EATON VANCE ATLANTA CPTLSMD GM MUTUAL FUNDS	Other securities	—	$270K	$320K	2.1%
MORLEY STABLE VALUE FUND 75 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$291K	2.0%
AMERICAN NEW WLD FD R4 GM MUTUAL FUNDS	Other securities	—	$253K	$274K	1.8%
VICTORY SYCAMORE SML COMP A GM MUTUAL FUNDS	Other securities	—	$215K	$222K	1.5%
HARTFORD SCHRODERS INTL SDR MUTUAL FUNDS	Other securities	—	$223K	$219K	1.5%
VICTORY SYCAMORE EST VAL FD A MUTUAL FUNDS	Other securities	—	$188K	$202K	1.4%
PRINCIPAL REAL ESTATE SEC FD I MUTUAL FUNDS	Other securities	—	$187K	$193K	1.3%
ACCRUED INCOME ACCRUED INCOME 116 MORLEY STABLE VAL FD 75 COMMON / COLLECTIVE TRUSTS	Common Collective Trusts	—	$186K	$188K	1.3%
LORD ABBETT SHT DURATION INCOM MUTUAL FUNDS	Mutual Funds	—	$178K	$172K	1.2%
PIMCO REAL RETURN BD FD CL A MUTUAL FUNDS	Mutual Funds	—	$171K	$159K	1.1%
PIMCO INCOME FUND CL A GM MUTUAL FUNDS 689 PIMCO INTRNL BD USD HDGD A GM MUTUAL FUNDS	Mutual Funds	—	$161K	$155K	1.0%
JANUS HENDERSON TRITON FD A GM MUTUAL FUNDS	Mutual Funds	—	$152K	$145K	1.0%
PIMCO REAL RET BD CL A GM MUTUAL FUNDS	Mutual Funds	—	$155K	$142K	1.0%
PRINCIPAL REAL EST SEC FD I GM MUTUAL FUNDS	Other securities	—	$135K	$141K	0.9%
COLUMBIA DIVIDEND INCOME MUTUAL FUNDS	Other securities	—	$108K	$120K	0.8%
MORLEY STABLE VAL FD 75 GM COMMON / COLLECTIVE TRUSTS	Common Collective Trusts	—	$97K	$103K	0.7%
JANUS HENDERSON TRITON FUND A MUTUAL FUNDS	Mutual Funds	—	$107K	$101K	0.7%
LOAN FUND LOANS	Other securities	—	$96K	$96K	0.6%
AMERICAN HIGH-INCM TST R4 GM MUTUAL FUNDS	Other securities	—	$71K	$75K	0.5%
AMERICAN NEW WORLD FUND R4 MUTUAL FUNDS	Other securities	—	$67K	$72K	0.5%
AMERICAN HIGH-INCOME TST R4 MUTUAL FUNDS	Other securities	—	$63K	$65K	0.4%
FIRST EAGLE GLOBAL FD CL A MUTUAL FUNDS	Common Stocks	—	$60K	$60K	0.4%
VICTORY SYCAMORE SMALL COMP A MUTUAL FUNDS	Other securities	—	$50K	$50K	0.3%
PIMCO INTRNL BD USD HEDGED A MUTUAL FUNDS	Mutual Funds	—	$3K	$3K	<0.1%