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Original filing (PDF)20251013115158NAL0000566387001
BLUE MATTER CONSULTING
Form 5500
FILING_RECEIVED
BLUE MATTER CONSULTING 401(K) PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
194
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
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 (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE MATTER CONSULTING.
Plan sponsor
Name
BLUE MATTER CONSULTING
EIN
46-1097578
Address
400 OYSTER POINT BLVD STE 309 · SOUTH SAN FRANCISCO, CA · 94080
Phone
(919) 244-4439
Industry
Professional & Technical Servicessee 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
2025-10-13
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ABBOTT, STRINGHAM & LYNCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund † | — | — | — | $2.7M | 14.0% | |
| Fidelity Freedom Index 2055 Fund Mutual fund | — | — | — | $2.0M | 10.5% | |
| JPMorgan Large Cap Growth Fund Mutual fund | — | — | — | $2.0M | 10.3% | |
| Fidelity Freedom Index 2060 Fund Mutual fund | — | — | — | $1.5M | 8.0% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $1.4M | 7.3% | |
| Fidelity Freedom Index 2045 Fund Mutual fund | — | — | — | $1.4M | 7.0% | |
| JPMorgan Equity Income Fund Mutual fund | — | — | — | $1.4M | 7.0% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $1.1M | 5.5% | |
| Fidelity Freedom Index 2040 Fund Mutual fund | — | — | — | $962K | 5.0% | |
| Fidelity Freedom Index 2065 Fund Mutual fund | — | — | — | $741K | 3.8% | |
| Fidelity Freedom Index 2050 Fund Mutual fund | — | — | — | $671K | 3.5% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $627K | 3.2% | |
| JPMorgan Core Plus Bond Fund Mutual fund | — | — | — | $553K | 2.8% | |
| Fidelity Freedom Index 2025 Fund Mutual fund | — | — | — | $501K | 2.6% | |
| Fidelity Freedom Index 2030 Fund Mutual fund | — | — | — | $422K | 2.2% | |
| American Funds New World Fund Mutual fund | — | — | — | $350K | 1.8% | |
| American Funds American Balanced Fund Mutual fund | — | — | — | $203K | 1.0% | |
| DFA Global Real Estate Securities Portfolio Mutual fund | — | — | — | $186K | 1.0% | |
| Lord Abbett Short Duration Income Fund Mutual fund | — | — | — | $176K | 0.9% | |
| MFS International Growth Fund Mutual fund | — | — | — | $104K | 0.5% | |
| Fidelity BrokerageLink Self-directed brokerage account | — | — | — | $93K | 0.5% | |
| maturities through July 2029 | — | — | — | $75K | 0.4% | |
| Fidelity Freedom Index 2035 Fund Mutual fund | — | — | — | $72K | 0.4% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $17K | <0.1% | |
| BlackRock High Yield K Fund Mutual fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index Income Fund Mutual fund | — | — | — | $3K | <0.1% |
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