How big is Blue Matter Consulting's plan?

Blue Matter Consulting's plan reported $19.4M in assets and 179 participants for 2024.

Original filing (PDF)20251013115158NAL0000566387001

Blue Matter Consulting

Name: Blue Matter Consulting — Blue Matter Consulting, Form 5500 (2024)
Creator: Blue Matter Consulting
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blue Matter Consulting 401(k) Plan

401(k) retirement plan · Blue Matter Consulting's Blue Matter Consulting 401(k) Plan held $19.4M in plan assets for 179 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

179

Accounts w/ balance

194

Plan assets (EOY)

$19.4M

Net assets (EOY)

$19.4M

People on this filing

Alisa Jernigan signed Blue Matter Consulting's 2024 Form 5500 as plan administrator.

Alisa Jernigan — 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 Matter Consulting's EIN is 46-1097578.

EIN 46-1097578

Plan number 001

Plan year 2024

ACK ID 20251013115158NAL0000566387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue Matter Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Matter Consulting's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BLUE MATTER CONSULTING

EIN

all filings

Address

400 OYSTER POINT BLVD STE 309 · SOUTH SAN FRANCISCO, CA · 94080

Phone

(919) 244-4439

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Investments

26 direct securities· $19.3M(99% of reported assets)

Mutual Funds

$9.3M

16 holdings

Common Collective Trusts

$5.8M

4 holdings

Other securities

$4.0M

5 holdings

Self-Directed Brokerage

$93K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund †	Common Collective Trusts	—	—	$2.7M	14.0%
Fidelity Freedom Index 2055 Fund Mutual fund	Mutual Funds	—	—	$2.0M	10.5%
JPMorgan Large Cap Growth Fund Mutual fund	Other securities	—	—	$2.0M	10.3%
Fidelity Freedom Index 2060 Fund Mutual fund	Mutual Funds	—	—	$1.5M	8.0%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$1.4M	7.3%
Fidelity Freedom Index 2045 Fund Mutual fund	Mutual Funds	—	—	$1.4M	7.0%
JPMorgan Equity Income Fund Mutual fund	Other securities	—	—	$1.4M	7.0%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.1M	5.5%
Fidelity Freedom Index 2040 Fund Mutual fund	Mutual Funds	—	—	$962K	5.0%
Fidelity Freedom Index 2065 Fund Mutual fund	Mutual Funds	—	—	$741K	3.8%
Fidelity Freedom Index 2050 Fund Mutual fund	Mutual Funds	—	—	$671K	3.5%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$627K	3.2%
JPMorgan Core Plus Bond Fund Mutual fund	Other securities	—	—	$553K	2.8%
Fidelity Freedom Index 2025 Fund Mutual fund	Mutual Funds	—	—	$501K	2.6%
Fidelity Freedom Index 2030 Fund Mutual fund	Mutual Funds	—	—	$422K	2.2%
American Funds New World Fund Mutual fund	Mutual Funds	—	—	$350K	1.8%
American Funds American Balanced Fund Mutual fund	Mutual Funds	—	—	$203K	1.0%
DFA Global Real Estate Securities Portfolio Mutual fund	Mutual Funds	—	—	$186K	1.0%
Lord Abbett Short Duration Income Fund Mutual fund	Mutual Funds	—	—	$176K	0.9%
MFS International Growth Fund Mutual fund	Mutual Funds	—	—	$104K	0.5%
Fidelity BrokerageLink Self-directed brokerage account	Self-Directed Brokerage	—	—	$93K	0.5%
maturities through July 2029	Other securities	—	—	$75K	0.4%
Fidelity Freedom Index 2035 Fund Mutual fund	Mutual Funds	—	—	$72K	0.4%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$17K	<0.1%
BlackRock High Yield K Fund Mutual fund	Other securities	—	—	$4K	<0.1%
Fidelity Freedom Index Income Fund Mutual fund	Mutual Funds	—	—	$3K	<0.1%