How big is Blue Anchor Financial Services, Inc.'s plan?

Blue Anchor Financial Services, Inc.'s plan reported $70K in assets and 2 participants for 2024.

Original filing (PDF)20250505121512NAL0008095553001

Blue Anchor Financial Services, Inc.

Name: Blue Anchor Financial Services, Inc. — Blue Anchor, Form 5500 (2024)
Creator: Blue Anchor Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Anchor Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Blue Anchor Financial Services, Inc.'s Blue Anchor Financial Services, Inc. 401(k) Plan held $70K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

People on this filing

Michael KIM signed Blue Anchor Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Michael KIM — 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 Anchor Financial Services, Inc.'s EIN is 46-3721396.

EIN 46-3721396

Plan number 001

Plan year 2024

ACK ID 20250505121512NAL0008095553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Anchor Financial Services, Inc.'s plan includes profit-sharing, 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 ANCHOR FINANCIAL SERVICES, INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BLUE ANCHOR FINANCIAL SERVICES, INC

EIN

all filings

Address

6281 BEACH BLVD. #156 · BUENA PARK, CA · 90621

Phone

(213) 905-9004

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator