How big is Blue Heron Asset Management, LLC's plan?

Blue Heron Asset Management, LLC's plan reported $1.8M in assets and 12 participants for 2024.

Original filing (PDF)20250702163733NAL0020133072001

Blue Heron Asset Management, LLC

Name: Blue Heron Asset Management, LLC — Blue Heron Asset, Form 5500 (2024)
Creator: Blue Heron Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Heron Asset Management 401(k) Plan

401(k) retirement plan · Blue Heron Asset Management, LLC's Blue Heron Asset Management 401(k) Plan held $1.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Deborah Jones signed Blue Heron Asset Management, LLC's 2024 Form 5500 as plan administrator.

Deborah Jones — 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

Blue Heron Asset Management, LLC's EIN is 45-3143777.

EIN 45-3143777

Plan number 001

Plan year 2024

ACK ID 20250702163733NAL0020133072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Heron Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Heron Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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