Original filing (PDF)20250709130016NAL0013058802001

BLAIS & ASSOCIATES, LLC

Name: BLAIS & ASSOCIATES, LLC — BLAIS & ASSOCIATES, INC. 401K PLAN, Form 5500 (2024)
Creator: BLAIS & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

BLAIS & ASSOCIATES, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$622K

Net assets (EOY)

$622K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLAIS & ASSOCIATES, LLC.

Plan sponsor

Name

BLAIS & ASSOCIATES, LLC

EIN

45-3083595

Address

2807 ALLEN STREET SUITE 2050 · DALLAS, TX · 75204

Phone

(949) 589-6338

Industry

Professional & Technical 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

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Professional & Technical Services plans

ALAKAI DEFENSE SYSTEMS, INC.

ALAKAI DEFENSE SYSTEMS, INC CASH BALANCE PLAN

$622K · 16 participants

RED BENCH HOLDINGS, LLC

FIVE LAKES PROFESSIONAL SERVICES 401(K) PLAN

$622K · 22 participants

VADE USA INC

VADE USA INC 401(K) PROFIT SHARING PLAN & TRUST

$623K · 10 participants

OLIVIER, INC.

OLIVIER 401(K) PLAN

$623K · 44 participants

NITCO

NITCO INC 401K

$623K · 24 participants