· 2022–2024 · DOL EFAST2

Blais & Associates, LLC — Blais & Associates, Inc., Form 5500 (2024)

Original filing (PDF)20250709130016NAL0013058802001

Blais & Associates, LLC

Form 5500-SF

FILING_RECEIVED

Blais & Associates, Inc. 401(k) Plan

401(k) retirement plan · Blais & Associates, LLC's Blais & Associates, Inc. 401(k) Plan held $622K in plan assets for 20 participants in 2024.

Active participants

20

Accounts w/ balance

19

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

63

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

45-3083595all filings

Address

2807 ALLEN STREET SUITE 2050 · DALLAS, TX · 75204

Phone

(949) 589-6338

Industry

Professional & Technical Services

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

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