How big is Bluevine Inc.'s plan?

Bluevine Inc.'s plan reported $19.8M in assets and 243 participants for 2024.

Original filing (PDF)20250924124323NAL0017084898001

Bluevine Inc.

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

Form 5500

FILING_RECEIVED

Bluevine Inc. 401(k) Plan

401(k) retirement plan · Bluevine Inc.'s Bluevine Inc. 401(k) Plan held $19.8M in plan assets for 243 participants in 2024, with Fidelity as recordkeeper.

Active participants

243

Accounts w/ balance

388

Plan assets (EOY)

$19.8M

Net assets (EOY)

$19.8M

People on this filing

YAEL Malek signed Bluevine Inc.'s 2024 Form 5500 as plan administrator.

YAEL Malek — 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

Bluevine Inc.'s EIN is 46-3229218.

EIN 46-3229218

Plan number 002

Plan year 2024

ACK ID 20250924124323NAL0017084898001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bluevine 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 BLUEVINE INC..

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How this plan invests

This plan

36 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

BLUEVINE INC.

EIN

all filings

Address

30 MONTGOMERY ST, SUITE #1400 · JERSEY CITY, NJ · 07302

Phone

(650) 563-6985

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$9K	—

Investments

36 direct securities· $19.8M(100% of reported assets)

Mutual Funds

$11.8M

19 holdings

Common Collective Trusts

$6.7M

9 holdings

Other securities

$1.1M

7 holdings

Bonds / Notes

$230K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$3.3M	16.6%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.9M	14.8%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$2.4M	12.2%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.9M	9.4%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	5.9%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	5.9%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	5.1%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$735K	3.7%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$504K	2.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$485K	2.4%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$460K	2.3%
JPMorgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$406K	2.0%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$379K	1.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$336K	1.7%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$280K	1.4%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$247K	1.2%
participants 9.50%	Bonds / Notes	—	—	$230K	1.2%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$219K	1.1%
PGIM Total Return Bond Fund Mutual Fund	Other securities	—	—	$205K	1.0%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$185K	0.9%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$167K	0.8%
Cohen & Steers Real Estate Securities Fd Mutual Fund	Other securities	—	—	$152K	0.8%
Calvert US Large Cap Core Responsible * Index Fund Mutual Fund	Common Collective Trusts	—	—	$121K	0.6%
American Century Small Cap Value Fund Mutual Fund	Other securities	—	—	$100K	0.5%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$96K	0.5%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$90K	0.5%
Carillon Eagle Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$89K	0.4%
BlackRock High Yield Bond Fund Mutual Fund	Other securities	—	—	$77K	0.4%
Invesco Gold & Special Minerals Fund Mutual Fund	Mutual Funds	—	—	$65K	0.3%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$64K	0.3%
American Century Mid Cap Value Fund Mutual Fund	Other securities	—	—	$56K	0.3%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$54K	0.3%
Janus Henderson Triton Fund Mutual Fund	Mutual Funds	—	—	$48K	0.2%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$45K	0.2%
PIMCO Real Return Fund Mutual Fund	Mutual Funds	—	—	$39K	0.2%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$8K	<0.1%