How big is Blue Water Wealth, Inc.'s plan?

Blue Water Wealth, Inc.'s plan reported $2.2M in assets and 19 participants for 2024.

Original filing (PDF)20250829155154NAL0019443408001

Blue Water Wealth, Inc.

Name: Blue Water Wealth, Inc. — Blue Water Wealth 401(k), Form 5500 (2024)
Creator: Blue Water Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Water Wealth 401(k) Plan

401(k) retirement plan · Blue Water Wealth, Inc.'s Blue Water Wealth 401(k) Plan held $2.2M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Nancy Congdon signed Blue Water Wealth, Inc.'s 2024 Form 5500 as plan administrator.

Nancy Congdon — 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 Water Wealth, Inc.'s EIN is 45-5320979.

EIN 45-5320979

Plan number 001

Plan year 2024

ACK ID 20250829155154NAL0019443408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Water Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Water Wealth, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLUE WATER WEALTH, INC..

Finding similar companies…

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