Original filing (PDF)20250815130004NAL0010419937001

THE BLUE WATERS MORTGAGE & REAL ESTATE GROUP

Name: THE BLUE WATERS MORTGAGE & REAL ESTATE GROUP — THE BLUE WATERS GROUP 401(K) PLAN, Form 5500 (2024)
Creator: THE BLUE WATERS MORTGAGE & REAL ESTATE GROUP

Form 5500-SF

FILING_RECEIVED

THE BLUE WATERS GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

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 THE BLUE WATERS MORTGAGE & REAL ESTATE GROUP.

Plan sponsor

Name

THE BLUE WATERS MORTGAGE & REAL ESTATE GROUP

EIN

45-4352449

Address

1847 IRON POINT ROAD, SUITE 180 · FOLSOM, CA · 95630

Phone

(916) 365-4770

Industry

Finance & Insurancesee 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

2025-08-15

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NORTHWEST PACIFIC MORTGAGE CORPORATION DBA VISION MORTGAGE

NORTHWEST PACIFIC MORTGAGE CORPORATION DEFINED BENEFIT PLAN

$788K · 4 participants

MORTGAGE NOW, INC.

MORTGAGE NOW 401(K) PLAN

$785K · 12 participants

STAFFORD BUSINESS GROUP, INC.

STAFFORD BUSINESS GROUP 401(K) PLAN

$785K · 4 participants

ARBOR MORTGAGE GROUP

ARBOR MORTGAGE GROUP 401(K) PLAN

$796K · 15 participants

THE ESCROW SOURCE INC

THE ESCROW SOURCE INC 401(K) PROFIT SHARING PLAN & TRUST